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Invoices List

By following these steps you can find the list of all your invoices

Laura Cuadros avatar
Written by Laura Cuadros
Updated over a week ago


1. Click on Invoices

Click on Invoices

2. You will see the full list of them

You will see the full list of them

3. You can Search by Name, Proposal # or Invoice #

You can Search by Name, Proposal # or Invoice #

4. Or you can filter by Status

Or you can filter by Status

5. On your list you will see the Status of your Invoice

On your list you will see the Status of your Invoice

6. You will see the Name of the client

You will see the Name of the client

7. You will see the Proposal Number

You will see the Proposal Number

8. You will see the Invoice Number

You will see the Invoice Number

9. You will see the Total Amount of the Deal

At the very bottom, you will find the sums of all the values of this column, according to the filter or search method

You will see the Total Amount of the Deal

10. You will see the Total Paid Amount of the Deal

At the very bottom, you will find the sums of all the values of this column, according to the filter or search method

You will see the Total Paid Amount of the Deal

11. You will see the Balance of the Deal

At the very bottom, you will find the sums of all the values of this column, according to the filter or search method

You will see the Balance of the Deal

12. You will see the Date of the Invoice

You will see the Date of the Invoice


💬 From this list, you are also able to Create a New Invoice, View all your Unpaid Invoices, and Receive a Payment


13. Click on Actions

Click on Actions

14. A menu will display with those options

Click on Create New Invoice…
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