For clients with access to the dashboard Invoices page. Available documents and payment links depend on the billing source.
Find an invoice
- Open Invoices in the dashboard.
- Search by Invoice No, choose a status, or set an invoice-date range.
- Open the linked invoice number to view its available document. On a small screen, open the row for more details.
Export the filtered list
The export uses the filtered list. Clear the filters first if you want the full loaded list.
- Set the filters for the invoices you want.
- Select Download CSV.
Pay an invoice
If the invoice has a Pay now link, it opens the payment page supplied for that invoice. Review the amount and details there. A missing link does not by itself tell you whether payment is due.
If the balance is unavailable
Select Try again when the page offers it. If the error remains, contact support with the invoice number. Do not read an unavailable balance as a zero balance.
Use the due date and terms for your invoice. This guide does not set a company-wide billing schedule or Auto Pay policy.
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