Invoice Management: Email Invoices
The Invoice Management screen allows you to create invoices, email invoices, process payments, and view invoice history. The Email Invoices tab specifically allows you to review invoices created for your customers and manually email them to the Email listed on the Billing Information tab of the customer profile.
Each field on the Email Invoices tab is defined below.
| No. | Label | Definition |
| 1 | Invoice ID | Numerical identifier for the customer. |
| 2 | Customer Name | Name of the customer. |
| 3 | Customer Status | Status of the customer. |
| 4 | Bill Profile | Bill profile for the customer. |
| 5 | Amount | Amount of the invoice. |
| 6 | Cycle Date | Next cycle date for the customer. |
| 7 | Created | Date the invoice was created. |
| 8 | Due Date | Date the payment for the invoice is due. |
These actions are available on the Email Invoices tab.
- Email invoices to the Email listed on the Billing Information tab of the customer profile by clicking the checkbox at the start of each row and clicking the Email Invoice button above the grid.
- Search the invoices displayed on this tab by selecting a column from the dropdown above the grid and entering text in the Search field. The list view updates to display records matching your search in the column you selected.
- Filter the invoices displayed on this tab by clicking the Filter button above the grid and selecting filter options, which filters the list view to display only the invoices that match your filter selections.
- Customize which columns display in the list view and the order in which they display by clicking the Arrange button and making the desired changes. See the Arrange Columns article for more information.
- Sort the results in the table by clicking the column label in the table header.
- View more details for the customer by clicking the link in the Customer Name column. See the Customer Profile: Header article for more information.