Client Invoice Tab

The Invoice tab within a client record allows you to view, filter, and download invoice activity for that client.

Access the Invoice Tab

1. Navigate to the Clients tab
2. Select the desired client
3. Click the Invoices tab

1. Search and Filter Invoices

You can use the Search Criteria section to filter invoices based on relevant fields including Client Custom Fields

This allows you to quickly locate specific invoices or narrow down results for review.

2. Download Reports

From the Invoice tab, you can download the following reports:

• Statements
• Current Year Activity
• Previous Year Activity
• Export CSV

The Current Year Activity report provides a summary of all invoices and payments for the current year.
The Previous Year Activity report provides a summary of all invoices and payments from the prior year.

3. Invoice Actions

Each invoice includes an Action dropdown that allows you to manage and interact with the invoice.

Available actions may include:

• View Details
  View invoice information, including status, dates, line items, and activity history
• Edit Details
  Update invoice date, due date, or terms
• View Time Entries
  Review the time entries included on the invoice
• View Breakdown
  View time entries and billable items included on the invoice
• View Audit Trail
  See activity history for the invoice
• Record Payment
  Apply a payment to the invoice
• Process Payment
  Charge a saved payment method (available when integrated with Stripe)
• Download
  Download the invoice as a PDF
• Print
  Print a copy of the invoice
• Send Invoice
  Email the invoice to billing recipients
• Cancel Invoice
  Cancel the invoice

4. Cancelled Invoices

To cancel an invoice:

1. Navigate to the invoice from the Invoices tab
2. Select the Action dropdown
3. Click Cancel Invoice

Once an invoice is cancelled:

• The invoice number cannot be reused
• The invoice will no longer be active

To view cancelled invoices:

• Select Show Cancelled Invoices at the bottom of the Invoices page