Invoices

The Invoices module manages invoice creation, tracking, and payment monitoring.

Viewing Invoices

1. Click the Invoices tab.

2. Review invoice records.

3. Use the Search field to locate invoices.

Functions

• Track payment status

• Review invoice balances

• Monitor due dates

Viewing Invoice Details

1. Locate an invoice.

2. Click View.

3. Review:

• Line items

• Customer details

• Payment status

• Invoice history

Functions

• Audit billing details

• Verify invoice accuracy

• Review payment activity

Sending an Invoice

You can send an invoice directly to your customer from the Invoice Details page.

1. From the top navigation menu, click Invoices.
2. Select the invoice you would like to send.
3. On the Invoice Details page, click the Actions button located in the upper-right corner.
4. From the dropdown menu, select Send Invoice.
5. The invoice will be emailed to the customer's primary email address on file.