Invoices - Revision history

SarahK: /* Search Invoices */

2022-04-25T17:37:18Z

‎Search Invoices

SarahK at 19:16, 14 April 2022

2022-04-14T19:16:04Z

SarahK at 18:04, 11 March 2022

2022-03-11T18:04:52Z

SarahK: /* Send Invoice-Related Emails */

2022-02-04T19:00:42Z

‎Send Invoice-Related Emails

SarahK: /* Search Invoices */

2022-02-04T19:00:25Z

‎Search Invoices

SarahK: Created page with "The lists of invoices allow you to view and search all of the invoices in your WHMCS installation. You can view these lists at '''Billing > Invoices'''. == Search Invoices =..."

2022-02-04T15:56:32Z

Created page with "The lists of invoices allow you to view and search all of the invoices in your WHMCS installation. You can view these lists at '''Billing > Invoices'''. == Search Invoices =..."

New page

The lists of invoices allow you to view and search all of the invoices in your WHMCS installation.

You can view these lists at '''Billing > Invoices'''.

== Search Invoices ==

From the list of invoices, you can search using advanced search options, including searching by line item descriptions.

The global Invoices List lists invoices for all clients. Selecting a status is optional.

<div class="docs-alert-success">
<span class="title">Invoices Tab</span><br />
You can view the list of invoices for individual clients in the '''[[Summary Tab|Summary]]''' tab in their client profile.
</div>

← Older revision		Revision as of 19:00, 4 February 2022
Line 21:		Line 21:
	# In the '''Summary''' tab, select an email from the menu.		# In the '''Summary''' tab, select an email from the menu.
	# Click '''Send Email'''.		# Click '''Send Email'''.
		+
		+	For more information, see [[Messages/Emails]].

← Older revision		Revision as of 19:00, 4 February 2022
Line 13:		Line 13:
	You can view the list of invoices for individual clients in the '''[[Summary Tab\|Summary]]''' tab in their client profile.		You can view the list of invoices for individual clients in the '''[[Summary Tab\|Summary]]''' tab in their client profile.
	</div>		</div>
		+
		+	== Send Invoice-Related Emails ==
		+
		+	To send invoice-related emails:
		+
		+	# Click the desired invoice ID.
		+	# In the '''Summary''' tab, select an email from the menu.
		+	# Click '''Send Email'''.

@@ Line 7: / Line 7: @@
 From the list of invoices, you can search using advanced search options, including searching by line item descriptions.
-The global Invoices List lists invoices for all clients. Selecting a status is optional.
+The global '''Invoices List''' lists invoices for all clients. Selecting a status is optional.
 <div class="docs-alert-success">

@@ Line 1: / Line 1: @@
 The lists of invoices allow you to view and search all of the invoices in your WHMCS installation.
-You can view these lists at '''Billing > Invoices'''.
+You can view lists of invoices at '''Billing > Invoices'''.
 == Search Invoices ==

@@ Line 11: / Line 11: @@
 <div class="docs-alert-success">
 <span class="title">Invoices Tab</span><br />
-You can view the list of invoices for individual clients in the '''[[Summary Tab|Summary]]''' tab in their client profile.
+You can view the list of invoices for individual clients in the '''[[Clients:Summary_Tab|Summary]]''' tab in their client profile.
 </div>