Invoice and Payments

Invoice and Payments

To access the  Invoices and Payments Page, click "Contracts":



Click "Invoices and Payments"






Here you can view the status and download the invoices:




To view the invoice details, click on the three dots on the “Action” column and click “View Invoice Details"




Here you will have all the details about the invoice:




The next option is "View Invoice in Project"




This option takes you to the project, where you can see all it's details:




The last option lets you download the invoice. Click "Download Project Invoice"



Select a folder to save the invoice and give a name to the file:



Click "Save"




Click the downloaded file to see the invoice:



Here is a sample of a downloaded invoice:



FILTERS


You can filter the list of invoices using the search field or the "Filter" button:




Type few letters and hit <Enter>. I did "ESG [[enter]]" as an example. The search returns all invoices from the projects with ESG:





The second option is to use the "Filter" button:




You can filter by project or by provider: 




Select a project from the list or use the search field to narrow down your options:




In this example,  I typed  "ESG" and clicked on the only project with these letters:




Click "Apply"




The result are all invoices from the project "ESG reporting"




Now if you want to filter by provider, select the provider from the list or use the search box:



In this example I selected the BDO provider:




Click "Apply"




You have the list of all BDO's invoices:





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