There are three ways to access invoices, all from the Accounting Center on the Billing Screen. Invoice that are created from bill batches can be accessed from the Bill Batches Tab. Invoices that have had payments applied to them can accessed from the payments tab. All invoices can be accessed from the Invoices Tab in the Accounting Center.

To access the invoice via the Bill Batch in which it was created, Click on the Bill Batches Tab in the Accounting Center and find the Bill Batch containing the invoice you created. Expand the Bill Batch by clicking the plus sign, and finding the client that you invoiced.

Additionally, all invoices can be accessed from the Invoices Tab in the Accounting Center. However, if you created the invoice from scratch the invoice will not be available in the Bill Batches Tab.

The Invoices Tab list contains all of the invoices created, sorted by the most recent invoice at the top. You, or any other administrator, can adjust performance settings to reduce the number of invoices that appear in the list. Additionally, an administrator can choose to block loading until a Load Button is clicked. If you see a Load Button appear, simply click it to view the invoices.

From the Command column from both the Bill Batches Tab and the Invoices Tab you can perform the following action on any invoice:

View/Save: View the pdf or excel invoice, or save it to your hard-drive. Any administrator can control whether invoices are created in Adobe� PDF or Microsoft Excel� format in the General Tab of the Settings Screen.
Learn more.

Edit: Make changes to the invoice.
Learn more.

Delete: Delete the invoice.

Send Email: Send the invoice to your client via email.
Learn more.