Search results for:

Invoice History

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’

This is limited to Organization Admins.

Step 2. Click the ‘Invoice History’ tab

Step 3. To view Invoice details, click the ‘Invoice Number’

Paid Invoices have a status of Collected.  Unpaid invoices have a status of Open.

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!

Was this article helpful?