Navigating the Invoices

Introduction

This article guides users of the platform on navigating the invoice section.

In this article:

• Overview Tab
• Invoices Tab
• Billings Tab

Overview Tab

The Overview tab can display custom fields, custom buttons, and custom hyperlinks. This flexibility allows users to tailor the experience to their specific needs, creating a seamless journey for employees and customers when working with invoices.

The Overview tab also provides a summary of invoice amounts for the previous calendar month, broken down by currency. This feature gives users a quick and clear snapshot of business performance.

Overview tab with configured custom fields, custom triggers and summary information regarding invoices:


To see how to configure custom fields and custom buttons refer to: Custom Navigation Control for Invoicing

Invoices Tab

Administrators can turn on the Invoices Tab functionality in Settings > Currency & Payments > Invoices.

Enabling the Invoices tab gives access for partners to create summary invoices that consolidate multiple vendor invoices into a single monthly invoice. This simplifies the customer experience by providing one unified invoice, improving clarity and convenience.

To see how to use Consolidated Invoice Feature refer to How to Consolidate the Invoices?

Billings Tab

Outgoing Billing tab

The outgoing billing tab contains outgoing billings for the last 12 calendar months. You can extend this time by loading data from Reports or Reporting API.

To see how to read this tab refer to: What will I see in outgoing invoices?

Incoming Billing tab

The incoming billing tab contains incoming invoices for the last 12 calendar months. You can extend this time by loading data from Reports or Reporting API.

To see how to read this tab refer to: How can I see details of my incoming invoice?

Summary

Invoice section provides partners with robust functionality for partners to create customized user experience suited for their users and customers.

Related Content

• Custom Navigation Control for Invoicing
• How to Consolidate Invoices?
• What will I see in outgoing invoices?
• How can I see details of my incoming invoice?
• Custom fields