Payments & Invoicing
How to Use the Invoice Dashboard
View a list of all of your invoices in one place so you can easily filter for a specific invoice status and more.
Last updated
October 25, 2023
What it does: View a list of all of your invoices in one place
Purpose: Easily find an invoice that might need your attention
- Quickly filter for a specific invoice status
- Search for any information including customer, job address, invoice number
- Sort by due date, total amount, and amount due to find the highest priority invoices
Available On: Pro, Premium & Elite Plans
How to View Your Invoices
Step 1: To view a list of your invoices, click on “Invoices”
Step 2: At the top of the invoice dashboard, you will see two tabs: “All Invoices” and “Voided”
Step 3: You can filter for a specific invoice status, by clicking on a status at the top of the screen.
- You can always filter for multiple statuses.
- Or search by invoice number, job address, or customer name
Step 4: And last, you can sort by specific columns like Due date, Total Amount, and Amount Due
