Navigating the Invoice Lists in the Dashboard

    The Invoice Module has two pages: Approve Invoices and View Invoice History. On both pages you will see the following:

    Viewing Invoices in the Dashboard

    • The Dashboard bar displays the total number of open invoices and the total amount of all invoices.
    • The work order Legend appears above the top-left of the table, identifying each invoice status by color.
    • In the Invoice# column, click the link to navigate to the generated invoice.
    • In the Invoice Date column, review the date the invoice was generated.
    • In the Inv.Amount column, review the amount of the total invoice, including taxes and fees.
    • In the Tracking# column, click the icon to view all attachments to the invoice (if available), or hover over the tracking number to view the work order summary.
    • In the Proposal# column, click the link to navigate to the proposal generated for the associated work order (if available).
    • In the Provider Name column, review the service provider who completed the job listed on the work order.
    • In the History column, click the icon to view all actions taken on the related invoice:
      • A red information icon indicates there is no history for the invoice. Invoices in the Open invoice status will not have a history.
      • A blue information icon  indicates there is a history of actions taken on the invoice.
      • The Sort by drop-down menu allows you to sort invoices by Invoice #, Invoice Date, Invoice Status, or Vendor.
      • The View Invoice History has additional sorting:
      • The Period drop-down menu allows you to sort invoices from the past 3 months, 6 months, or 12 months.

    The Approve Invoices page has additional features: