About the Invoices List

You can view all invoices that you submit to your clients on the Invoices List. It gives you high transparency along the invoice processing cycle, so you know which invoices are open, approved, placed on hold, rejected, or paid.

On the top navigation bar, click Invoices. The Invoices List appears.

The Invoices List can be divided into six sections.

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1. Status tabs atop of the Invoices List. Each tab displays a list of invoices in the corresponding status — Open, Reviewed, Approved, Disputed, Rejected, Paid, and On Hold. To view invoices in all statuses, click All. Find more information about invoice statuses.

2. Left panel used to filter and search for invoices. On the Filter By tab, you can filter invoices by one or multiple criteria. To find a particular invoice, go to the Search For tab. For more details, see Filtering and Searching for Invoices.

3. Invoices list. All your invoices show up here as a list. Apart from viewing the details, you can take action on an invoice.

4. Download/Upload option. You can either download an MS Excel report on existing invoices or upload a template if you want to create invoices in batch. Look for the details in Creating Invoices Using Templates.

5. Sorting options. You may sort invoices in ascending or descending order by the following criteria:

   • Date — the default sorting parameter

   • Invoice number

   • Purchase order number

   • Batch ID

   • Trade

   • Location ID

   • Subscriber

   • Status

6. Pagination. You can change the number of invoices displayed per page — 10, 20, or 50 invoices — and switch between pages if there are more than one.

Viewing the Invoice Card

The Invoices List shows key details of each invoice, such as the invoice number, status, date, amount, and more. The invoice status also appears as a colored bar along the top of each invoice.

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1. Basic Invoice Information: 

   1. The invoice number leads you to the invoice details page where you can check the invoice date, status, amount, work order trade, provider, location where the work was done, detailed charges, and other info. Alternatively, click the Info icon on the left of the listed invoice to go to the invoice details page. 

   2. The invoice status shows if the invoice is Open, Approved, Rejected, or Put on Hold.

   3. The invoice date indicates when the invoice was submitted. 

   4. The invoice amount specifies the total billed.

Hover over the invoice amount to view invoice charges in detail. Note charges with zero amounts will not be detailed. 

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2. Service Overview: 

   1. The work order number opens the work order details page of the invoiced service request.

   2. The proposal number redirects you to the proposals list where you can see the short overview of the proposal. The proposal number appears on the Invoices List only for invoiced work orders that have an associated proposal. 

   3. The invoice description contains information on the services performed for the work order.

   4. Last Update By. Shows you the username of the last person who took action on the invoice. Hover over this field to view the invoice status it was moved to and the date when this change happened. 

3. The location info shows the location ID and address. This section can also display up to 2 location note headers. Clicking the location ID leads you to the location details page.

4. By clicking the Action button, you can choose the appropriate action to take on the invoice: View, Void.

5. Attachments. Click the paperclip icon to the right of an invoice to land on the Attachments tab of the invoice details page. The tab shows all files attached to the invoice and its associated work order. You can add files to your invoice by clicking Upload File. Multiple file formats are supported, including PNG, JPG, ZIP, HEIC, TXT, PDF, MP4, etc.

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