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Access Invoices

Locate invoices linked to your orders and shipments and download them when needed.

Video coming soon

This videos is in the works.

What you'll learn​

  • Searching, filtering, and sorting invoices
  • Reading invoice details and payment terms
  • Downloading an invoice file

Before you start​

  • Open Orders from the main menu, then select the Invoices tab.

Steps​

  1. In the search box, type an invoice number (Type invoice number...) to find a specific invoice.
  2. To narrow the list by date, click Filter and set a date range.
  3. To reorder the list, use the sort menu (Newly added, Oldest added, Invoice number A-Z, Invoice Number Z-A).
  4. On each invoice card, read the invoice number, the invoice date, the item summary, and the Total.
  5. Click View full invoice to open the invoice details.
  6. In the details, review Sold to, Created at, Payment terms, and Comment, and open the Details, Orders, or Shipments tab to see linked records.
  7. To save the invoice, click Download file in the details, or click the download icon on the invoice card.

Good to know​

  • Invoices are sorted by Invoice number A-Z by default.
  • Use the Advanced menu on the list to Export all invoice records or Download all invoice files at once.
  • The download icon and Download file button appear only when a document is available.