Overview
Owner and Finance users can access and review all invoices directly within the platform. The billing section provides a comprehensive view of both historical and current invoices, allowing you to track payments, due dates, and amounts with ease.
Accessing Your Invoices
Navigate to the Billing Section
Log into your account
Click on Billing in the left navigation menu
Ensure you're on the Invoice tab (this is the default view)
Understanding the Invoice Table
Your invoice list displays the following information:
Invoice No. - Unique identifier for each invoice
Status - Current payment status (Posted, Paid, Voided)
Type - Invoice type (One-time, Recurring)
Date Created - When the invoice was generated
Due Date - Payment deadline
Total - Invoice amount
Adjustments - Any credits or modifications applied
Amount Due - Outstanding balance
Actions - Available actions for each invoice
Viewing Invoice Details
Option 1: View Invoice Pop-up
Click on any Invoice No. in the table
A pop-up window will display the full invoice details
Review all line items, charges, and payment information
Close the pop-up when finished
Option 2: Download Invoice
Locate the invoice you want to download
Click the download icon in the Actions column
The invoice PDF will be downloaded to your device
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