All Invoices

Open Quotes & Invoices → All Invoices. Authorized account owners and administrators can see their own invoices and those of eligible company agents. Created by shows the owner.

1. Search for an invoice number, customer or email.
2. Select a status, such as Partial, or sort by the Due, Total or Balance column.
3. Check Created by and the customer before opening the invoice.
4. Select the invoice number or eye icon to view the full document and its payment entries.

My Invoices limits the list to your own work. All Invoices adds the company documents your role permits; it does not include unrelated businesses.

An owner’s actions on a team member’s invoice preserve that invoice’s ownership. Check the existing record and coordinate with its owner before sending another email or recording money.

A Sent status alone does not confirm email delivery. A payment record does not itself process a charge. The My Invoices guide explains payment entry and corrections.

1. Check the due date, status and remaining balance. Open Payments to confirm what has already been recorded.
2. Use the invoice’s email or sharing controls for a customer follow-up when appropriate.
3. Record a payment only after confirming receipt, and review the updated balance.
4. If there is an error or uncertainty, keep the invoice number and exact message so the owner can investigate.

• Invoice actions and payments →
• New Invoice →