The Project Dashboard

Access and Edit Billing History from your Project Dashboard

  

It’s easy and convenient to edit your billing history from your Project Dashboard. This article will show you how.

Access Billing History

  1. Click My Company...Project List on your navigation bar.
  2. Select a project from your Project List.
  3. Click on the tab with the three dots and select Billing History from the picklist.


    Your window will look like this.



    NOTE: You can view payments here, too. To do so, click the box in the upper right that says “Billing History” and select Payment History from the picklist. Now you can view all payments for the project.

Billing History Options

Now let’s take a look at what you can do on this window.

Add an Invoice and Make a Payment. Click Add Invoice or Make Payment to do just that.

Make invoice changes directly. Click on the link to the invoice. A new tab will open and you’ll be directed to the invoice itself, where you can make changes directly.

Where to Go from Here:

How to Make a Project Inactive

Creating Draft Invoices

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