How to View Invoices Owed to You & Save as a PDF

How to View Invoices Owed to You & Save as a PDF

You can view all  your  invoices via the  main dashboard. To view a specific invoice, click on the customer tile located on the left-hand side of your screen.




Here you will be able to view the:
  1. Customer name and their contact details.
  2. Total unpaid amount
  3. Credit limit and available credit (if applicable)
  4. The invoices will be displayed in order of oldest to most recent.
As well as an additional search function to find invoices quicker, filters to break down invoice urgency and a “Pay Now” button. From here, you can select the invoice that you would like to view.

To save an invoice as a PDF, select the invoice that you want to save. Click the ‘Save PDF’ button located in the bottom left corner.







How to save an invoice as a PDF

  1. To save an invoice as a PDF, click on the customer tile as shown above.
  2. Select the invoice that you want to save.



  3. Click the ‘Save PDF’ button located in the bottom left corner.





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