Payment Overview- Easily Track and Download Invoices
Navigate to the 'Tools' section of the platform and select 'Payment Overview' from the available options.
You can filter based on the options of: 'Next Payment', 'Payment Overdue', and 'Total Unpaid' to view specific payment categories.
Go to the 'Notify Accounting Users' section to add relevant team members who require notifications about payment updates. Initially, you will need to manually add users. Once added, for future notifications, you can expediently select these users by clicking on the 'Select Users' button.
Searching for Invoices: Use the search bar to find invoices by entering the CS number, container number or invoice number.
Apply additional filters such as dates, type, status, and due date to narrow down the search results.
Below it, invoice details will be displayed.
To download an invoice, simply click on the arrow icon located in the 'Files' column. This will allow you to save the invoice directly to your device.
You can filter based on the options of: 'Next Payment', 'Payment Overdue', and 'Total Unpaid' to view specific payment categories.
Go to the 'Notify Accounting Users' section to add relevant team members who require notifications about payment updates. Initially, you will need to manually add users. Once added, for future notifications, you can expediently select these users by clicking on the 'Select Users' button.
Searching for Invoices: Use the search bar to find invoices by entering the CS number, container number or invoice number.
Apply additional filters such as dates, type, status, and due date to narrow down the search results.
Below it, invoice details will be displayed.
To download an invoice, simply click on the arrow icon located in the 'Files' column. This will allow you to save the invoice directly to your device.
Updated on: 04/12/2023
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