The Invoices list
The Invoices page in the sidebar lists every invoice you can see, across all matters, with totals for Outstanding, Overdue and Paid.
- Search by number, matter or client.
- Filter by status, including Overdue (sent and past its due date), and by the dates they were Issued between.
- Sort by any column.
Each row's actions menu offers what you can do with that invoice right now, such as View, PDF, Submit for approval, Approve, Send to client or Record payment. After an action you come back to the list.
New invoices are created from a matter's Invoices tab, not from this page.
Still need help?
Send a request to the Mattersimple team and we'll reply by email.