Viewing Invoices

View, filter, and send invoices

All Invoices Page: - Access via "Invoices" in the sidebar - View all invoices in a table format - See invoice number, buyer, amount, status, date, and source

Invoice Detail Page: - Click any invoice to view full details - See complete invoice preview - Access all actions(send, download, edit status)

    Source Types:

  • Digital Invoices : Created manually in the system
  • - Digitized Invoices : Created from uploaded documents via OCR

Pro Tips

  • Use the table view to quickly scan multiple invoices
  • Click invoice number to view full details