The Invoicing page allows users to manage and send invoices to customers. It provides visibility into invoice statuses, supports filtering, and enables exporting or editing invoices directly from the system.
Accessing the Invoicing Page
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From the main navigation menu, click on Invoicing.
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The system redirects you to the Invoicing Page.
Invoicing Page Overview
The Invoicing page displays a list of all invoices created for customers along with their current statuses.
Note: Invoices appear on this page only after they have been created from the Billing Page.
Search and Filters
The following filters are available at the top of the page:
Date Picker
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Filters invoices based on a selected date or date range.
Today Button
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Sets the date filter to the current date and displays invoices generated today.
Invoice Status Filter
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Filters results based on invoice status.
Tags Filter
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Filters invoices based on assigned tags.
Customer Filter
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Filters results based on the selected customer or customers.
Top-Level Actions
Legacy Invoice
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Clicking the Legacy Invoice button redirects you to the legacy invoice page.
Invoice List & Actions
Each row in the invoice list represents an individual invoice.
At the end of each row, an ellipsis (three-dot) menu provides the following options:
Send Invoice with QBO
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Sends the invoice in QuickBooks Online (QBO) format.
Export CSV
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Downloads the invoice data as a CSV file.
Edit
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Redirects you to the Edit Invoice Page, where you can modify invoice details.