Where do I find invoices I've sent?

When you hit Submit on an invoice draft, the invoice moves to the My Invoices section.

The table shows all invoices created within the last 30 days that have a Processing or Submitted status. For more information about creating invoices, click here: How do I use the Invoice Builder?.

⚠️ You need to be an admin to create, edit, or submit invoices: How do I invite and manage users on the platform?

Invoices can have the following statuses:

Finding Customer Invoices through Filtering

The table can be sorted by clicking on any one of the columns within the header:

Use the search bar above the table on the page to filter the invoices by:

• Customer name
• Customer ID
• Invoice number
• Invoice amount

Underneath the search bar, use the drop-down boxes to filter by an invoice’s status or creation date. 

You can click the Save as default filter toggle within the window to maintain these settings for future login:

To add more columns to the table, click the ellipses button at the end of the header row and check mark what you would like to see:

At the bottom of the page, you can filter the number of results returned (Rows Per Page) and use the arrows to move between page results:

Report of Submitted Invoices

Any user can export a 1-month PDF or CSV report of the table within My Invoices. The report shows submitted invoices, along with their details and customer information, for the selected time frame.

1. Go to Invoices > My Invoices.
2. Click the Export button at the top right of the page.
3. Select a month and year from the drop-down boxes in the prompt.
4. Click the Download button.

Viewing and Downloading Invoices

To view the summary details of an invoice or download a copy of it:

1. Go to Invoices > My Invoices:
   1. To view: Click on a row from the table to open a copy of the invoice.
   2. To download:
      1. Click on a row to open an invoice.
      2. Click the Download button in the top right corner of the page to save the invoice as a PDF.