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View Invoices

Overview​

View Invoices displays invoice activity for the district and separates invoices by status. This page is the starting point for invoice follow up work, including opening invoice profiles, reviewing balances, and exporting invoices.

Invoice status sections​

View Invoices is organized into two primary sections:

Unpaid Invoices​

Unpaid Invoices includes invoices with an outstanding balance. Partial payments will reduce the remaining balance but the invoice remains in this section until the balance is fully resolved.

Common uses:

  • Follow up on outstanding fees
  • Identify high balance invoices by building
  • Open the invoice profile to apply a payment or send an invoice email

Paid Invoices includes invoices that have been fully resolved. Depending on district workflows, this area may also include invoices that are no longer actionable.

Common uses:

  • Validate payment history for a user
  • Confirm invoice closure for audit or reconciliation

Key fields and controls​

  • Show Entries: Controls how many invoices appear per page.
  • Building: Filters invoices to a specific building.
  • Date: Invoice creation date.
  • Invoice Number: The internal invoice identifier.
  • Status: Current invoice state.
  • Client: The user tied to the invoice.
  • Invoice Amount: The original total of the invoice.
  • Remaining Balance: Outstanding balance after partial payments.
  • Actions: Opens the invoice profile or performs other invoice actions.

Batch export​

If enabled for your district, selecting multiple invoices allows a multi invoice PDF export. This is commonly used for printing or sending physical mailings in bulk.

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