Invoice management (Online Dashboard)

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Summary tab

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All tab

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Awaiting Approval tab

• If your field staff don’t add materials they can be added to the job here prior to issuing the invoice.
• If your field staff add materials but you’d like to check the invoice prior to sending, it can be done here.
• If you use a non-integrated accounting package, you can mark invoices as Approved once the information has been transferred.
• When integrated to an accounting package, the act of Approving sends the invoice to the accounting package to be tracked.

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Awaiting Payment tab

1. Tick the job
2. Click Receive Payment
3. Enter the amount and Payment Method, then click Add Payments

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Paid tab

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