From the Billing page, you can access both invoices and transactions. You may add an invoice by clicking the white '+' plus sign or search for an invoice or transaction by using the drop-down boxes or search tab. There is also a privacy tab to hide sensitive financial information.
You can quickly access many features on the invoice dashboard by clicking on the ellipsis menu (right side) next to the desired invoice. There, you will be able to receive payment, edit, void, send invoice by email, generate payment link, download pdf, or schedule reminders.
On the "Invoices" tab you can filter invoices by status (sent, viewed, paid, partially paid, or voided), contact, date, or whether it is associated with your operating or trust account.
On the "Transactions" tab, you can view transaction types, dates, the contact each is associated with, the payment source, the account it is associated with, and the amount. You can filter the transactions on this page by contact, source, account or date range to find the specific transaction(s) your looking for:
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