Invoice Reports

1. On the left hand menu find the Payment Processing Section
2. Select Invoicing, From the drop down that appears, select Reporting
3. You will be able to see all invoices that have been sent during that month and you are able to filter by a variety of filters that ensure you will be able to pull up the invoice you are looking for

Status of an Invoice

To view the status of an invoice, note the Status field, you can click on the All drop down and filter by invoice status

Sent: invoice has been sent, no action has been taken by client

Viewed: User has opened invoice but has not paid invoice

Void: Invoice was voided

Paid: Invoice has been paid, user can see the payment details by going to Reporting, then History

Invoice Action

You can resend, mark an invoice as paid, void and download an invoice PDF by going to:

1. Select Invoicing, From the drop down that appears, select Reporting
2. Navigating to the Action column and selecting Options
3. You’ll see a drop down menu, select the option you would like to go with
4. Note the changes appear on screen if marking an invoice as paid or voiding

Pending approval status in the history

If an invoice is in Pending Approval status, then the invoice cannot be edited by this user or any other user. To view the status of an invoice that was sent out for approval, you may do so by:

1. Select Invoicing, From the drop down that appears, select Reporting
2. On the top left corner; select the date range needed
3. Once the correct date range has been selected, all transactions will display with current Status