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Use the invoice status board

Move between the invoice assistant and invoice schedules to monitor work ready for billing and future invoices.

Open the board

  1. Open Payment Status.

  2. Select Invoice Assistant.

  3. Review customers and billable totals.

  4. Select Payment Schedules.

Use each view

  1. Use Invoice Assistant for work ready to bill.

  2. Use recurring invoice plans and generated invoices.

  3. Use Search and filters to narrow either view.

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