The Invoice List page provides a list of invoice information and allows you to view and download the list and the actual invoices. If you navigate from a pie slice on the Payable Widget, the Invoice List will show the Slice Label and filter the list to only those invoices.
The “Learn About This” icon links to the associated training.
You can use the Filter on Store #, Site Name, Address to filter the Invoice List to a specific jobsite. A CNTL-click allows you to select multiple jobsites from the dropdown.
You can change the date range of the Invoice List based on Service Date or Invoice Date.
You can also filter the list to All, Paid, or Unpaid Invoices.
The Search Field allows a general search of any text. Searching for MA will bring back invoices in Massachusetts, but also jobsites on Main Street.
You can use the Export List link to export the Invoice list to a file you can find in the Download Folder in File Manager. It will be named:
The Search Field allows a general search of any text. Searching for MA will bring back invoices in Massachusetts, but also jobsites on Main Street.
From the list, you can select individual invoices, or you can use the Select All checkbox at the top to select all available invoices.
Once the desired Invoices are selected, use the Download/View link to generate a list of Invoices. In the Documents pop up list you can:
View or Download an individual Invoice using the View or Download link on the line
Select All the Invoices using the Select All button.
View multiple Invoices by selecting the radio button on the left and hitting View button at the bottom (up to 10 at a time).
Request multiple documents by selecting the radio button on the left and hitting Request Documents button at the bottom. This will process off-line, and send you and eMail with a link to the documents to download.
