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.
   
   
   
   

• Related Articles

• How to Save Your Invoice as a PDF

  Recent invoices can be viewed via the search bar located on the top left hand side of the screen. Simply enter the invoice reference number and select the corresponding invoice. To save an invoice as a PDF, click the ‘Save PDF’ button in the bottom ...

• How to View Overdue and Upcoming Invoices

  Easily see what's overdue and what invoices need to be paid soon. Select either ‘Overdue’ or ‘Due soon’ to view all unpaid invoices. The invoices will be shown in order of oldest to most recent. To view more details of a particular owed ...

• How to view current scheduled invoices for Buy now-Pay later in MySpenda

  Step 1. Select the "Bills" (1) section, while connected to Invigo (top left) Step 2. Select  "Due Soon" (2), you will be able to see any invoices (3) that are scheduled for payment and when they are due. 

• How to View Attachments

  Original supplier invoices will reflect as an attachment to the invoice generated. To view original invoice details, click on the paperclip icon located in the top right corner of the invoice and follow any login prompts.

• Invoices/Job sheets not emailing to customers in Pooltrackr

  Invoices/Job sheets not emailing to customers in Pooltrackr If your customers are not receiving emails of either Job Reports or Invoices directly from Pooltrackr, please double check the email address is correct. If it is correct, and they are still ...