View an Invoice

Viewing an invoice opens a single invoice with its line items, so you can check what was billed before you send it, collect on it or answer a customer's question about it.

From an invoice you can also download it as a branded PDF, which is produced on request rather than stored, and look up the invoice that belongs to a given work order. The invoice also shows which next steps are available, such as sending it or recording a payment.

This is about opening one invoice that you already have in front of you. The provider-wide list of every invoice is a separate view. Invoices, once viewed, lead into the neighbouring steps: editing lines, sending, and taking payment.

The same access covers the plans and packages you have already sold to a customer. You can see a customer's package purchases and service-plan enrollments with their payment status, what has been used and what is left, the billing cycles of a plan, and how much unused paid value could still be returned once a plan has ended.

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