How to manage invoices history

How to Manage Invoices History in the Application

Easily handle your invoices and statements with the Invoices & Statements History feature. This guide provides step-by-step instructions to access, view, and manage your invoices efficiently.

Step 1: Access Invoices & Statements History

1. Navigate to the “Invoices & Statements History” option in the “Utilities” sub-menu (Fig. 1).
2. The page displays a comprehensive list of invoices, complete with filters to help you refine your search.

Step 2: Understand the Invoice Status Legend

Invoices are color-coded to indicate their payment status (Fig. 2):

• Green: Paid invoices.
• Red: Overdue invoices.
• Yellow: Pending invoices.

Step 3: Explore Invoice Categories

The page is organized into three main categories, each with its own list (Fig. 3):

• Driver Invoice: Invoices related to driver transactions.
• Client Invoice: Invoices issued to clients.
• Company Invoice: Internal company invoices.

Step 4: Perform Actions on Invoices

Each invoice in the list includes four buttons under the “Actions” column:

1. View: Open and review the invoice details.
   • Alternatively, double-click the list item to view the invoice.
2. View Invoice Logs: Access a detailed history of all actions performed on the invoice.
3. Download: Save a copy of the invoice to your local device.
4. Delete: Remove the invoice from the system.

Key Features of the Invoices & Statements History Page

• Comprehensive Filters: Refine searches to quickly locate specific invoices.
• Visual Indicators: Color-coded statuses for quick payment status identification.
• Detailed Logs: Review action histories for transparency and accountability.
• Category Organization: Separate lists for drivers, clients, and company invoices for easy navigation.

Figures and Illustrations

• Fig. 1: Accessing the Invoices & Statements History option.
• Fig. 2: Invoice status legend for quick reference.
• Fig. 3: Categories of invoices and their respective lists.