Invoices Page

• The Invoice Review and Customer Invoices options will be removed from the left navigation menu.
• Published and Unpublished invoices will appear in separate tabs, as shown below. 
  
   

Unpublished invoices

• Unpublished invoices will display the Customer, Invoice number, Created date, Invoice date, and Total amount.
• Select one or multiple invoices to publish.
• Once published, the invoice will be moved to the Published tab.

Changing the Invoice List View

• Filter the invoice list by Created date, Invoice date or by Total amount.
  • Created date: Last 6 months (Default filter)
  • Invoice date
  • Total amount
• Click the refresh icon to reset all filters.
   

Additional menu actions

By clicking the three dots next to Publish, an additional action menu will be displayed, allowing you to perform various actions.

• Download full invoice (PDF)
• Download summary (PDF)
• Download CSV
• Edit dates
• Edit invoice number - Applicable only for invoices with sequential numbering
• Delete invoice
  

Editing Invoice and Due dates

• Only 25 invoices or less can be edited at a time.
• The due dates are calculated automatically based on each invoice’s term.
  
• If any of these invoices already have an invoice or due date, your update will override them.
  

Viewing an invoice

• Click View Invoice to open the summary of charges.

• There are two tabs to display: Summary and All Charges. 
  

Removing and Modifying charges from invoice

• Click Remove From Invoice if you need to remove this charge from the list. 
  
  Note: You can only remove one charge at a time.
• Click Edit to update the charge. 
  

Charges removed from invoices will appear on the Charges list as Not Reviewed. 

Published invoices

• Published invoices will display the Customer, Invoice number, Invoice date, Due date, Status, Total amount, and Paid date.
• Modifying a published invoice cannot be done. You need to unpublish the invoice to modify it. 

Unpublishing an invoice

• To unpublish an invoice, click Unpublish. You can multi-select invoices to unpublish.
   Note: A paid invoice cannot be unpublished.
• Once unpublished, the invoice will be moved to the Unpublished tab. 
  

Changing the Invoice List View

1. Filter the invoice list by Invoice date, Invoice date or by Total amount.

2. Click the refresh icon to reset all filters.

• Invoice date: Last 6 months (Default filter)
• Due date
• Status

o Overdue – unpaid invoice that are past due

o Open – unpaid invoices that have not passed the due date

o Paid 

• Total amount
   

Viewing an invoice

• Click View Invoice to open the summary of charges.

• There are two tabs to display: Summary and All Charges. 

Additional menu actions

By clicking the three dots next to Unpublish, an additional action menu will be displayed, allowing you to perform various actions.

• Mark as paid
• Process payment

Downloading PDF

Select a single invoice and click Download PDF. 
Note: Download PDF is disabled if multiple invoices are selected.