Invoices are displayed on the Orders & Invoices screen and are identified by Invoice Number. An invoice is a bill you send a client so they can pay you for their services.
How Do I View an Invoice?
Navigation: Clients > access a client's account > Orders & Invoices
Step 1
- From the Orders & Invoices screen, click the blue "Invoice No. XXX" to view it.
Step 2
- You can view associated Credit Notes or Debit Notes in the sub menu on the left.
- Click "PDF Invoice" to see the version that is emailed to your client.
Tip: The Invoice sub menu has options to resend the invoice with or without the account summary, view the payment allocation, write off or void the invoice.
Note: See Using the Invoice Screen for column definitions.
Below are a sample email from the "invoice" email template used to send the invoice to the client, plus an Invoice PDF and an Account Summary PDF.
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