Viewing Invoices

The Invoices page provides a list of all invoices generated for the organization. As an Executive, you can view this list and access the details of each invoice.

Accessing the Invoice List

Navigate to Organization > Invoice in the sidebar.

Understanding the Invoice Table

The table lists all invoices, showing key information:

• Invoice #: The unique number assigned to the invoice. Click this number to navigate to the detailed view of the invoice. (Link to Invoice Detail view documentation pending).
• Customer: The name of the customer the invoice was issued to.
• Invoice Date: The date the invoice was generated.
• Due Date: The date payment is due.
• Paid Date: The date the invoice was marked as paid (if applicable).
• Terms: The payment terms associated with the customer (e.g., Net 30).
• Status: The current status of the invoice (e.g., Draft, Ready, Pending, Paid, Overdue).
• Amount: The total amount due on the invoice.
• Actions (...): This menu contains actions related to the invoice lifecycle (e.g., Edit, Finalize, Send, Mark Paid, Delete). (Note: Most actions in this menu are typically restricted to Admin users. Executives primarily use this page for viewing.)

(Note: Creating new invoices is typically an Admin function.)