As an Admin, using Billing & Invoicing, you will notice the Invoices grid!
NOTE: First, go to Edit Dashboard Settings, located on the top left side of your dashboard below your name, select Edit, un-check Is Hidden to the right of the Invoices grid and SAVE so this grid is visible on your dashboard.
To see all invoices associated, simply click on the (+) to expand the grid.
Within this grid, you can do the following:
- Search for any invoice by Invoice #, Amount, etc.
- Filter by clicking on any column header name to put in ascending or descending order
- Export invoices to Excel and further manipulate
- Click on the Edit button to the right of the invoice, which will take you to the Details page where you can make changes to the invoice
- Click on Details to view the details of the invoice, which will take you to the Details page of the invoice