As an Admin, using Billing & Invoicing, you will have the Invoices grid on your dashboard! Any other user, sub-admin or admin that is given access to Billing & Invoicing under their user permissions will also see the "Invoices" grid on their dashboard.
Along with seeing the "Invoices" grid on the Dashbaord, they will have full access to the Billing & Invoicing module in their left side menu bar.
Setting Up Your Dashboard to See the "Invoices" Grid
- After you add Billing & Invoicing to your eSPACE subscription, go to Edit Dashboard Settings, located on the top left side of your dashboard below your name.
- Then select Edit for the "Invoices" grid and toggle off "Is Hidden" and SAVE so this grid is visible on your dashboard.
Back on the 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