Invoices can be accessed and managed within the Client page from the Invoice link. You have access to all invoice information for the client at your fingertips within the same page.

  1. You can select to view All Invoices, display Recurring Invoices and Archived Invoices.
  2. Invoices are searchable by Invoice Number, a Date Range and the search can be filtered by All, Sent, Partial, Paid, Draft and Outstanding Invoices.
  3. Invoices can be Deleted, Archived and Created right from the Client Page.
  4. You can manage invoices displayed here, to either Show the full invoice page, which then can be emailed or printed, you can Edit the invoice, Cancel or Archive the invoice. For more information on creating and managing Invoices, please see the Invoices section.