How to Use the Invoice Dashboard

What it does: View a list of all of your invoices in one place

Purpose: Easily find an invoice that might need your attention

• Quickly filter for a specific invoice status
• Search for any information including customer, job address, invoice number
• Sort by due date, total amount, and amount due to find the highest priority invoices

Available On: Pro, Premium & Elite Plans

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How to View Your Invoices

Step 1: To view a list of your invoices, click on “Invoices”

Step 2: At the top of the invoice dashboard, you will see two tabs: “All Invoices” and “Voided”

Step 3: You can filter for a specific invoice status, by clicking on a status at the top of the screen.

• You can always filter for multiple statuses.
• Or search by invoice number, job address, or customer name

Step 4: And last, you can sort by specific columns like Due date, Total Amount, and Amount Due

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