Next Gen - Search Invoice

Next Gen - Search Invoice

Navigation 


Go to Money Manager >> Search Invoice.

On this page, you will have the option to search the Invoice with the Invoice ID/Client name.




After searching the Invoice with the Invoice ID/Name of the client, the list will be populated accordingly.

For the Overdue Invoice, you will have the option listed below.
View the Invoice on a PDF file.
Email the invoice to the client
Print the Invoice.

For the Paid invoices, you will have the options listed below.
View the Invoice on a PDF file.
Email the invoice to the client
Print the Invoice.
Edit Invoice (you can only change the name of the provider)
Return Plan items.

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