Invoice History makes managing invoices a snap. Make payments and view current and historical invoice data all in one place!
Here’s how it works.
Step 1. On the navigation bar, click your ‘User’ icon, then select ‘Billing and Invoices’
Only users designated as DaisyBill Organization Admin can access Billing and Invoices.
Step 2. Click the ‘Invoice History’ tab
Step 3. To view Invoice details, click the ‘Invoice Number’
Paid Invoices have a status of Paid. Unpaid invoices have a status of Pending.
Step 4. To pay an Invoice, click ‘Pay Invoice’
Only outstanding invoices will have the Pay Invoice option.
Step 5. To view invoice detail by Billing Provider, click the ‘By Billing Provider’ tab
Step 6. To view invoice detail, click the ‘Detailed Report’ tab
To download the detail to .csv click Download.
And there you have it -- invoice management at your fingertips!