Invoice management for Partners

Accessing Financials

1. Navigate to Dashboard:

   • Log in to your admin panel.

   • Click on the “Dashboard” link in the main menu.

2. Financials:

   • On the dashboard, click on “Financials”.

Viewing Invoices

1. Invoices:

   • In the Financials section, click on “Invoices”.

   • A list of all invoices ever created will be displayed.

2. Invoice Table:

   • The table includes the following columns:

     • Invoice Number: Unique identifier for the invoice.

     • Client (Company Name): Name of the client associated with the invoice.

     • Created Date: Date when the invoice was created.

     • Due Date: Date when the payment is due.

     • Amount: Total amount of the invoice.

     • Action: Options to Download PDF or Print the invoice.

3. Actions:

   • Download PDF: Click to download the invoice as a PDF.

   • Print: Click to print the invoice.

Searching and Filtering Invoices

1. Search/Filter Options:

   • You can search and filter invoices by the following criteria:

     • Invoice Number: Enter the invoice number to find specific invoices.

     • Amount: Filter invoices based on the amount.

     • Clients: Filter invoices by the client (company name).