Keeping track of your invoices is crucial for maintaining a clear financial overview and ensuring timely payments for the services provided. Peace I Leave With You Marketing's Dashboard offers a comprehensive invoicing system that allows you to manage, view, and pay your invoices quickly.
First, log in to your account using your email and password to see your invoices. Once you've successfully logged in, you will be directed to the dashboard, where you can find a summary of your account's essential information, such as recent activity, outstanding invoices, and other relevant financial details.
From the dashboard, navigate to the main menu, typically on the top or side of the page, and click the "Invoices" tab. This will take you to the Invoices section, where all your invoices are displayed.
In the Invoices section, you will see a list of all your invoices, including their invoice numbers, dates, due dates, clients, totals, and statuses. You can easily sort and filter the invoices using the available options, such as by status, client, or date. To view the details of a specific invoice, click on the invoice number.
This will open the invoice's detail page, where you can access the invoice's line items, taxes, discounts, and any attached files or notes. You can also download the invoice as a PDF, print it, or email it to your client.
You can pay the invoice directly from the invoice detail page using the available payment methods if online payments are enabled. The CRM will automatically update the invoice status and send notifications to both you and the client upon successful payment.