After creating an invoice, you’ll often need to view its details. This guide explains how to access and view invoices in the system.
Viewing Your Own Invoices
Step 1: Go to the Invoices List
- Click “Invoices” in your main menu
- You’ll see a table of all your invoices, with the most recent at the top
Step 2: Find the Invoice
The list shows important information for each invoice:
- Invoice Number: The unique ID for the invoice
- Client: Who the invoice is for
- Amount: Total due on the invoice
- Status: Current state (Draft, Sent, Paid, etc.)
- Due Date: When payment is due
Step 3: Click to View
- Click the invoice number or the eye icon on the invoice you want to view
- The invoice will open in a new page
This is the same public view that your client will see. The buttons at the top will change depending if you are viewing it or if your client is viewing it.
Your client will only see the Download PDF and Pay Now buttons, whereas you will see the Send Now button as well.
