This guide will show you how to view all open invoices on your account.
***Screens and layouts may vary depending on the user settings and device compatibility.
Open Invoices
Click the arrow on the right side of your screen.
Click All Un-Invoiced Items
Click edit filters
- Click the dropdown for Preset:
- Click Open Invoices
Click Apply Filters
- Reverse Billing: you can undo the billing on the invoice. This will not remove the invoice from the client's profile.
- Print/Save Invoices: you can download the invoice(s) to print for a client.
- Email Invoices: you can email the invoice to the client as long as they have a valid email address on their profile.
- Add Item to Invoices: you can add a predefined item to an invoice.
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