Difference between revisions of "Invoices"
From WHMCS Documentation
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The lists of invoices allow you to view and search all of the invoices in your WHMCS installation. | The lists of invoices allow you to view and search all of the invoices in your WHMCS installation. | ||
| − | You can view | + | You can view lists of invoices at '''Billing > Invoices'''. |
== Search Invoices == | == Search Invoices == | ||
| Line 7: | Line 7: | ||
From the list of invoices, you can search using advanced search options, including searching by line item descriptions. | From the list of invoices, you can search using advanced search options, including searching by line item descriptions. | ||
| − | The global Invoices List lists invoices for all clients. Selecting a status is optional. | + | The global '''Invoices List''' lists invoices for all clients. Selecting a status is optional. |
<div class="docs-alert-success"> | <div class="docs-alert-success"> | ||
<span class="title">Invoices Tab</span><br /> | <span class="title">Invoices Tab</span><br /> | ||
| − | You can view the list of invoices for individual clients in the '''[[ | + | You can view the list of invoices for individual clients in the '''[[Clients:Summary_Tab|Summary]]''' tab in their client profile. |
</div> | </div> | ||
| + | |||
| + | == Send Invoice-Related Emails == | ||
| + | |||
| + | To send invoice-related emails: | ||
| + | |||
| + | # Click the desired invoice ID. | ||
| + | # In the '''Summary''' tab, select an email from the menu. | ||
| + | # Click '''Send Email'''. | ||
| + | |||
| + | For more information, see [[Messages/Emails]]. | ||
Latest revision as of 17:37, 25 April 2022
The lists of invoices allow you to view and search all of the invoices in your WHMCS installation.
You can view lists of invoices at Billing > Invoices.
Search Invoices
From the list of invoices, you can search using advanced search options, including searching by line item descriptions.
The global Invoices List lists invoices for all clients. Selecting a status is optional.
Invoices Tab
You can view the list of invoices for individual clients in the Summary tab in their client profile.
Send Invoice-Related Emails
To send invoice-related emails:
- Click the desired invoice ID.
- In the Summary tab, select an email from the menu.
- Click Send Email.
For more information, see Messages/Emails.