Operations: Client Invoices

Step 1. Navigate to the Financials Tab on the left Tool Bar & Click Client Invoices

Option 1: Search

Allows you to search Client Invoices using multiple different parameters including ID, Invoice Date (To/From), Trip Date (To/From), Type, Pay Method, Agent, First Name, or Last Name

Option 2: Recent

Shows all recent Client Bills based on Invoice Date

Option 3: Not Linked

Option 4: Unpaid

Shows outstanding Supplier Bills based on the following quarries:

A: All - All unpaid Client Invoices

B. Next Week - All unpaid Client Invoices due next week

C. Next Month - All unpaid Client Invoices due next month