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5d. Managing Invoices Through Invoice Dashboard

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Written by Gio Rietti

TRANSCRIPT
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--- CLIP 4: Managing Invoices Through Invoice Dashboard ---

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[00:11:46]

We might want to manage all of our invoices across all of our projects. So if you go

[00:11:51]

to invoices in this left side navigation, you're going to see all

[00:11:56]

of the projects that are currently under invoicing and you can set the

[00:12:00]

status here. If you guys need to edit these statuses, you're going to go to

[00:12:05]

settings, status, project and you can edit the statuses here. Alright, going back to

[00:12:12]

invoices, you can set those here, maybe this one is now in progress, this one has

[00:12:18]

been delayed, whatever. Alright, so that's how that's going to work. You can see what

[00:12:23]

the total project was here, you can also see how much has been paid, in this case

[00:12:28]

$2,000 and how much is overdue, due or not due. Let's go into this John Smith

[00:12:36]

project. You can see you have a couple different invoices here and we have

[00:12:41]

three approved line items, demo and prep, pavers and rock. These were from the

[00:12:45]

signed proposal.

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