The Invoices information banner is located at the top of the Invoices page, and displays current information about invoices sent to your merchants, including Paid, Pending, and Drafts dollar amounts for the last 30 days. Invoices TableThe Invoices table is located below the information banner, and contains a list of all invoices that you can search and perform batch actions on, or access more information about a specific invoice. The Invoices table contains the following information in the default setting: Invoices Table Column Name | Description |
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Invoice | The invoice identification number. | Amount | The dollar amount of the invoice. | Due Date | The date that the invoice payment is due. | User | The merchant or other user that the invoice was sent to. | Title | The title of the invoice, which can be used to illustrate for what or who the invoice is intended. | Customer | The name of the customer that received the invoice. | Status | The status of the invoice: paid, pending, or drafted. | More Options | Click the three purple dots to open the More Options lightbox, which includes the following options: Resend - resend the invoice to the recipient. Mark as Paid - mark the invoice as paid. Duplicate Invoice - create a duplicate copy of the invoice. Delete Invoice - delete the invoice from the Invoices table. Note that this action cannot be undone.
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Invoices Table ActionsYou can perform batch actions or open the More Options lightbox to perform actions on individual invoices. To perform batch actions on multiple invoices, follow the steps below: Step 1: Select the invoices from the table by clicking the box on the right hand side of the invoice listing, or select all invoices by clicking the box in the top right hand corner of the table. Step 2: Click BATCH ACTIONS at the top of the table to open the Batch Actions lightbox. Step 3: Click on the action in the lightbox and then click confirm to perform the action, or close the lightbox without performing an action by clicking anywhere in the page.
To perform actions on individual invoices, follow the steps below: Step 1: Click on the three purple dots in the Invoices table row to open the More Options lightbox. Step 2: Click on the action in the lightbox, which includes Resent, Mark as Paid, Duplicate Invoice, Delete Invoice. Step 3: Click CONFIRM to perform the action, or click CANCEL to return to the previous page.
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