The Invoices screen in the Billing module contains all of the invoices you have already generated in an easy to view table.
The Invoices screen allows users to filter invoices by the date they were generated and make invoices visible and/or payable to clients in the Client Portal, for clients to view and/or pay the invoice. Users can also print, void, and download invoices from this screen.
To access the Invoices screen:
- Navigate to the Billing module and select Invoices to view the Invoices screen.
- Click the calendar icon to select a specific date range.
- All invoices is the default view. Click Void to filter all of your voided invoices for the given date range.
- Click the columns icon on the top right corner to customize the columns displayed on the invoice.
- Click the toggle under the Client: Visible column in the table, to make the invoice visible to the client in the Client Portal.
- Click the toggle under the Client: Payable column in the table, to make the invoice visible to the client in the Client Portal.
- Click the Actions button on the right-hand side of an invoice and select:
- Print: to print the invoice
- Void: to void the invoice
- Download: to download a PDF version of the invoice
- To perform actions in bulk, click the checkbox on the left-hand side column of the invoices, and click the options displayed on top of the screen:
- Client: Visible: click Yes or No to make all the selected invoices visible to their respective client in the Client Portal
- Client: Payable: click Yes or No to make all the selected invoices payable to their respective client in the Client Portal
- Print: to print all of the selected invoices