Manage Invoices

Manage Invoices

1. Viewing Your Invoices
Click on the Invoices module in the left-hand navigation sidebar. You will see a comprehensive list of all bills, including:
  1. Date: When the bill was recorded.
  2. Invoice #: Your invoice number or our internal reference.
  3. Status: The current stage of the payment cycle.
  4. Balance Due: The remaining amount we owe you.

2. Tracking Payments Received
Once we issue a payment to you, you can track the details to reconcile your bank statements:
  1. Navigate to the Payments Received tab in the sidebar
  2. Click on a specific Payment ID to view:
    1. The payment mode (Check, Bank Transfer, ACH).
    2. The specific invoice numbers that were covered by that single transaction.
    3. The transaction reference number (Check # or Wire ID).

3. Communicating About an Invoice
If there is a dispute or a question regarding a specific payment:
  1. Open the specific Invoice in the portal.
  2. Scroll to the Comments section.
  3. Post your message (e.g., "Payment not received yet" or "Tax calculation error").
  4. Our accounting team will be notified and can respond directly to that bill, keeping the conversation history attached to the financial record.

4. Frequently Asked Questions
Can I upload a new invoice directly?
  1. Go to the Invoices module and stay on the Uploaded Documents tab to add transaction documents.
  2. Drag and drop or Upload Documents from the computer.

How do I download a statement of our account?
Click on the Statement tab in the sidebar. You can select a date range and download a PDF ledger of all invoices and payments for your own tax records.