Managing Invoices

• To access the Invoice module, navigate to the main lefthand menu and open the module Invoices.
• To open an invoice, click on an invoice number in the Invoice # column.
• You can manage the finalized invoice by selecting the three dots near the left-hand corner of the previewed invoice. This will open the invoice management functions.
  • Mark as Processed: to mark the invoice as processed
  • Mark as Un-Processed: to un-process a processed invoice
  • Partial Payment: to process a partial payment (ex. InstalIment Payments). A pop-up will appear where you can type in the amount then click Make Payment or Cancel to exit. When finalized this will appear on the invoice.
  • Update Total Requested: to update the amount requested on the invoice (ex. amount due for next installment). A pop-up will appear where you can type in the amount requested then click Confirm or Cancel to exit.
  • De-Finalize for Editing: to make changes to a finalized invoice. Ensure you finalize the invoices after making any changes.