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Sending online invoices helps you get paid quicker and easier than ever before, by allowing your customers to pay you online, from any device, at any time. The Invoice and Bookings Dashboard houses a full list of all invoices created. From the dashboard, you can apply filters to see Invoices by status, client name, creation date, and more. 

Article Content:

Invoice Totals by Status

Sort Invoices

Filter Invoices

Export Invoice List

Take Action for Mulitple Invoices

Other Dashboard Actions

First things first, let's navigate to the Invoice & Bookings Dashboard. You have two routes you can take.

1. Click on the Dashboard> Overdue Payments, Due Payments, or Not Yet Due Payments

2. Navigate on the left panel to Sales>Invoices & Bookings 

Invoice Totals by Status

At the top of the Invoice & Bookings Dashboard, there are running totals for invoices by status. You can use these totals to forecast upcoming revenue. 

When an individual status is selected, a filtered list of all invoices in that status will appear below. 

Sort Invoices

Change your invoice list view by using the sort option. You can sort by Creation date, Due date, Invoice number, Client first name, Client last name. 

Filter Invoices

On the right of the dashboard, you will have additional filtering capabilities. You can set multiple filters at a time. Select the 'clear selection' button at the bottom of the field, to clear all filters. 

Available Filters: 

• Status
  • You can filter your invoice view by selecting the status filter. You can make multiple selections based on what you would like to see. Once you select your desired statuses, click out of the box, and the invoice list will update to reflect only invoices with those (that) status.
  • Available Invoice Statuses: Outstanding, Paid, Overdue, Not Due Yet, Draft, Canceled, & Archived
• Type
  • You can change the invoice and booking list by their type. You can select singular or multiple options to view invoices by bookings, invoices, packages, and/or products.
• Coupon
  
  • You can filter your invoice view by selecting the coupon filter. Once you select your desired coupons, click out of the box, and the invoice list will update to reflect only invoices with those(that) coupon(s).

• Client name
  • Filter invoices by your client's first or last name. Easily see their full list of invoices you sent them along with their total spend with you.

• Creation Date
  • Filter invoices by creation date. Select your date range, take actions from the list, or export to excel. 

Export Invoice List

This allows you to run an export of invoices, selecting the options that you want to be applied to your export. Reports can be exported in CSV or Excel format.

Take Action for Mulitple Invoices

From the top menu, you can select the check box next to an invoice to select it and others, or you can click the select button in the menu to select all or select none. 

Once you have made your selection you can print, download, record payment or cancel payment from the top menu. These options will only appear if you have multiple invoices selected. 

Other Dashboard Actions:

• Start New
  • Create a New recorded payment, charge, estimate, invoice, or send a payment link to a client. 
• Manage Coupons
  • For more on Managing Coupons, go to Coupons & Discounts.

• Go to Payment Settings
  • This is a shortcut to the Payments Credit Card Processing setup and Terms & Conditions verbiage configuration for invoices and estimates.
• Change staff member view
  • Control your view of all invoices issued by staff (View All) or only your own (Only Me).
    
    • User Roles do not have access to this feature. Users can only see their own issue invoices if they have access to invoices. 
      • Click here to learn more about individual permissions for user roles for invoices

Want to get paid even faster? If you haven’t already, sign up for ThryvPay™, which allows you to accept credit/debit card and ACH payments. You can get paid as fast as the next day!