Invoices

The Section: Invoices section covers everything listed in the Table of Contents below:

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Invoices Homepage

The Section: Invoices section opens up to the Table: Invoices List table:

Billing, Invoices, Homepage

Columns: Invoices List Table

Billing, Invoices, Columns Explained

• Column: Invoice No. - Unique identifier assigned to each invoice for tracking purposes.

• Column: Bill To - Name or entity responsible for paying the invoice amount.

• Column: Type - Indicates the category or nature of the invoice (Service, Fee).

• Column: Date - Date the invoice was issued to the customer.

• Column: Amount - Total money charged on this invoice, shown in currency.

• Column: Paid - Amount already paid toward this invoice.

• Column: Balance - Remaining amount due on this invoice.

• Column: Action - Available actions: View details, Download PDF.

Searching and Filtering Invoices

Search by Invoice Number or Bill To

You can search for specific invoices using the search field:

Billing, Invoices, Search Field for Invoice Number or Bill To

Filter by Billing Account

Use the Item: Billing Accounts dropdown to filter invoices by a specific billing account:

1. Locate the Item: Billing Accounts dropdown in the Filter section:

Billing, Invoices, Billing Accounts Filter Location

2. Select a billing account from the dropdown options:

Billing, Invoices, Billing Accounts Dropdown Expanded

Filter by Status

Use the Item: Status dropdown to filter invoices by payment status:

1. Locate the Item: Status dropdown in the Filter section:

Billing, Invoices, Status Filter Location

2. Select a status from the dropdown options:

Billing, Invoices, Status Dropdown Expanded

Status Definitions

• Status: All - View all invoices regardless of payment status.

• Status: Outstanding - Invoices with remaining balance that have not been fully paid.

• Status: Paid - Invoices that have been fully paid with zero balance remaining.

Automatic Filtering

The table automatically updates as you select filter options. There’s no need to click a separate “Apply” button.

View Invoice Details

To view the details of a specific invoice, click the Action: View button (eye icon) in the Column: Action column:

Billing, Invoices, View Invoice Details Button Location

This opens the Page: Invoice Details page with complete invoice information:

Invoice Details Page

Invoice Details Page Structure

The Page: Invoice Details page is organized into three main sections:

Invoice Balance Section

The Section: Invoice Balance section displays the payment status:

Warning

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Invoice Info Section

The Section: Invoice Info section displays core invoice information including the Invoice Number, Invoice Type, Invoice Date, and notes fields.

Invoice Type Options

• Status: Service - Service-related invoice for ongoing services.

• Status: Fee - Fee-based invoice for specific charges.

Line Items Section

The Section: Line Items section displays itemized charges on the invoice:

• Status: Item Type - Type of line item (Post, etc.).

• Status: Description - Description of the line item.

• Status: Amount - Amount for this line item.

How to Download Invoices

Download Individual Invoice

To download a single invoice, click the Action: Download button (download icon) in the Column: Action column for that invoice:

Billing, Invoices, Download Individual Invoice Button

Download Multiple Invoices in PDF

To download multiple invoices in PDF format:

1. Select the checkboxes next to the invoices you want to download:

Billing, Invoices, Selecting Invoices

2. Once selected, the checkboxes will show as checked:

Billing, Invoices, Selected Invoices with Checkmarks

3. Click the Action: Download Invoices in PDF button to download all selected invoices.

How to Add an Invoice

To add a new invoice:

1. Click the Item: Add New Invoice button (plus sign):

Billing, Invoices, Add New Invoice Button

2. Fill out the invoice form:

Billing, Invoices, Add Invoice Form

Note

Reference to All fields are required itemAll fields are required for creating a new invoice.

Billing, Invoices, All Fields Required

3. Complete all required information (example):

Billing, Invoices, Example of Filled Out Form

4. Click the Action: Save button to create the invoice:

Billing, Invoices, Save Button Location

How to Add New Line Items

Optional Feature

Adding line items is optional when creating an invoice. This feature allows you to itemize multiple products or services on a single invoice.

You can add multiple line items to an invoice:

1. Click the Action: Add Line Item button:

Billing, Invoices, Add Line Item Button

2. Fill out the details for the new line item:

Billing, Invoices, Second Line Item Added

3. The total will automatically update to reflect all line items:

Billing, Invoices, Total Updated with New Line Item

Automatic Calculation

The invoice total automatically recalculates when you add, modify, or remove line items.