Viewing Invoices

To view you invoice, simply navigate to the Payments page. You will see a table below displaying Single Payments, Package Payments and Recurring Schedules.

 

You are able to search for payments by client or by date.

To view an invoice, simply click on the status of the person you are wishing to view an invoice for. You will be directed to the Transaction Details page.

 

Simply click on "View Invoice". To edit the payment, click on "Edit".

 

If you'd like to print the invoice for your safe-keeping, simply click on "print invoice".

 

It's that simple.

 

Where to next?

Would you like to learn about tracking business performance? Requesting and receiving feedback? or monitoring client performance?

 

 

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Comments

  • Avatar
    Pat Searson

    I want to be able to change the description on the invoice how do I do that?