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Managing invoices

Invoice Management lets you find a specific invoice, check its fiscal status, and download or re-send a copy. It is available to administrators and managers on plans that include it.

  1. Tap the Profile tab, then Invoice Management.

  2. Filter the table to find the invoice you need. You can use the status pills (All, Paid, Pending, Cancelled), a date filter (including a custom range), and a search box that searches by invoice number. The invoice-count and total-amount summaries above the filters update live as you filter.

  3. Tap the view (eye) action on a row to open the invoice detail. It shows the client, the resources billed, the fiscal IIC and FIC codes and the QR verification link when the invoice is fiscalized, the line items, and the totals.

  4. From the detail view, tap Download PDF to save the invoice as a PDF file, or Send Email to re-send it to your organization's own contact email on file.

  5. Back on the table, use the Refresh button to reload the list, or Export to download the currently filtered rows as a CSV file.

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