Invoicing

Locate Invoices Based on Their Status

  

Are you trying to locate an invoice and not sure where to find it? This article will explain where you’ll find invoices based on their status on your Invoicing Overview Dashboard.

To get to your Invoicing Overview Dashboard, click Invoicing...Overview from your navigation bar. We’ll go through each tile on this dashboard, moving from left to right.

Work-in-Progress

The dashboard view of the Work-in-Progress tile shows us the number of projects in progress and the amount of unbilled time and expenses.

When we click into this tile, we see all unbilled time and expenses. Notice under the Current Status column that all of our projects are “in process.”

Drafts

The dashboard view of the Drafts tile shows us the number of invoices we’ve drafted, and the total amount of money associated with the drafts.

When we click into this tile, we see all invoices with a status of Drafted or Approved. This information is located under the Status column, as shown in the image below.

You can also see the number of approved invoices near the top of the window. In our example below, we have “2 approved” invoices.

Once the status of these invoices is changed to sent, paid or closed, posted, or disputed, then it is moved to the Finals tile. 

Finals

The dashboard view of the Finals tile shows us the number of sent, paid, closed, posted, or disputed invoices within the current calendar month. When we click into this tile, we can see the invoices with these statuses, as shown in the image below.

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