Invoice Reports

1. On the left-hand menu find the Payment Processing Section
2. Select Invoices
3. You will be able to see all invoices that have been sent during the current month and you are able to filter by a variety of date ranges that ensure you will be able to find your desired invoice

Status of an Invoice

To view the status of an invoice, note the Status field.

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

Viewed: The user has opened invoice but has not paid invoice

Void: The invoice was voided

Paid: The invoice has been paid, the 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 the Options dropdown next to your desired invoice
2.  Select the action you would like.
3. You will see the changes of the action appear on screen.