Service Billing Billing and Invoicing > Past Invoices
The Past Invoices page lists each invoice generated by Pending Items. Click the link for an invoice number to see the PDF for that invoice. Sent and Opened envelope symbols identify the invoices that were sent by email and that were opened by the customer.
Note: Customer-specific events—such as sent invoices and opened invoices—are listed in the Notes tab of the customer record.
Actions
Send Message - Sends an email message. The To address defaults to the email address of the customer of the selected invoice.
Resend Invoice - Resends the selected invoice. The To address defaults to the email address of the customer of the selected invoice.
Mark as Processed - Marks invoices as processed. Provides a manual-only method of tracking the status of invoices. The meaning of "processed" depends on the user's business requirements.
Statements
Invoice Summary - Generates a Past Billed Invoice Report for a specified date range.
Labor Activity - Generates a Labor Activity Report for selected myOrg staff members and for a specified date range. Use this report to determine the payments owed a contractor.
Tax Summary - Generates a Tax Summary for a specified date range.
Tax Detail - Generates a Tax Summary with supporting detail for a specified date range.
Export Invoices - Exports selected invoices to an XML that you can download.
- Click this icon to display a list of standard options.
- Click this icon to display a list of standard options.