Invoices
The Invoices module enables you to manage and track invoices you create for your customers. Using this module, you can:
- Generate new invoices for customers.
- Confirm payment of an invoice.
- Resend an invoice.
- Track the history of previously issued invoices.
- Download and/or export an invoice or invoice batch.
To access the Invoices module, in the management portal go to Sales and billing > Invoices.
Only users with the Administrator, Director, Finance, Finance manager or Sales roles can generate invoices. Users assigned the Client manager or Client roles can only view and download invoices.