Administrator / Manage office work
Manage invoices and reports
Keep billing and operational reporting with the company workspace.
Review invoices
Open Billing & Reports → Invoices. Open the relevant invoice or use the available creation action. Check the client, job, items, amounts and current payment status.
Look for: Invoices
Share the correct invoice workflow
Use the actions offered on the invoice screen. Online payment depends on configured payment services; confirm the displayed status before treating an invoice as paid.
Look for: Review invoice
Run a report
Open Reports, set the Start Date and End Date, then choose Run Report. Review job statuses, workflow summaries, server performance and client activity.
Look for: Run Report