In the Invoicing menu, click on the desired menu option to bring up the invoice listings page.  TOnce you have found the invoice that you would like to see, you can click on its “Open” icon. Another option to open the invoice is to click on the selected invoice’s invoice number or title field.

invoice-listing-select
Ex. Click on any of the highlighted fields above in order to view invoice (see above image)

 

The Invoice Details page allows you to view the following invoice information:

  • Buttons: Various buttons that allow you to take action on the invoice such as editing the invoice, manage payments, and send the invoice to the client
  • Company’s Billing Address:  Your company name, billing address, and email address
  • Client’s Billing Address:  Client’s company name, contact name, and email address
  • General Invoice Info:  Invoice number, invoice creation date, due date, and invoice status
  • invoice-details-view

  • Invoice Line Items: Products/services invoiced and their cost
  • Invoice Totals:  Invoice subtotals, additonal charges, discounts, taxes, and grand total
  • Invoice History:  Record of past actions taken on this invoice (Ex. Invoice created, Payment Reminder Emailed, etc.)
  • Invoice Attachments:  Uploaded attachments that are tied to invoice

invoice-details-view