Navigating the Invoices Dashboard

Invoices_Dashboard.png

 

A - Invoices Dashboard

From the workspace dashboard, access your Invoices Dashboard by clicking the "Invoices" button on the left side navigation.

 

B - Search Bar and Filter Option

Type here to quickly search and find an invoice by recipient name or use the drop-down menu on the right to filter your invoices by status, date, or visibility.

 

C - Create Invoice

Quickly create new invoices.

 

D - Invoice List

All of your invoices will be listed here along with details including the invoice number, date issued, due date, notes, total amount due, and status. 

If you click on the menu button menu_button.png, you'll be given a list of invoice options. The list will differ depending on the status of the invoice.

Invoice_menu.png

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