Knowledge Base Invoices Invoices Overview

Invoices Overview

  • To access the Invoices module, navigate to the main lefthand menu and open the module Invoices.
  • You can navigate through invoices by using the tabs at the top to display all, current, overdue or paid invoices.

 

Basic Navigation

    • Use the Filter button to refine the displayed list further.
    • To open an invoice, click on an invoice number in the Invoice # column.
    • To edit an invoice, use the Edit button to the far right of a row. 
    • To mark an invoice as processed, use the Process button to the far right of a row.

 

Note: For non-QBO integrated accounts, use the Process button to track when an invoice has been processed into your accounting app. For QBO-integrated accounts, please refer to the QBO guide.