Invoices

The Section: Invoices section covers everything listed in the Table of Contents below:

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Invoices Homepage

The Section: Invoices section opens up to the Table: Invoices List table:

Billing, Invoices, Homepage

Columns: Invoices List Table

Billing, Invoices, Columns Explained

The Table: Invoices List table summarizes key details for each Item: Invoice, including:

• Column: Invoice Number

• Column: Bill To

• Column: Type

• Column: Invoice Date

• Column: Amount

• Column: Status

• Column: Action

How to Download Invoices in PDF

To download invoices in PDF format:

1. Select the checkboxes next to the invoices you want to download:

Billing, Invoices, Selecting Invoices

2. Click the Item: Download Invoices in PDF button:

Billing, Invoices, Download PDF Button

How to Add an Invoice

To add a new invoice:

1. Click the Item: Add New Invoice button (plus sign):

Billing, Invoices, Add New Invoice Button

2. Fill out the invoice form:

Billing, Invoices, Add Invoice Form

Note

Item: All fields are requiredAll fields are required for creating a new invoice.

Billing, Invoices, All Fields Required

3. Complete all required information (example):

Billing, Invoices, Example of Filled Out Form

How to Add New Line Items

You can add multiple line items to an invoice:

1. Click the Item: Add Line Item button:

Billing, Invoices, Add Line Item Button

2. Fill out the details for the new line item:

Billing, Invoices, Second Line Item Added

3. The total will automatically update to reflect all line items:

Billing, Invoices, Total Updated with New Line Item