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View and Track All Invoice Logs

View and track all invoice-related activity in one dedicated log. This includes Advanced Invoice and Quote Manager logs, client invoice summaries, and Stripe payment records, giving you a complete view of billing and payment history.

Let’s get started 🚀

Step 1: Log in to your agent dashboard and click More > All Logs, as shown in the screenshot below.

Step 2: Click the Invoice Log option to view all invoice logs.


Step 3: Use the following options to narrow your selection and view invoices based on your requirements.

S.no

Filter

Description

1

Start Date

Select the start date to filter invoices created on or after this date.

2

End Date

Select the end date to filter invoices created on or before this date.

3

Admin

Filter invoices by the admin associated with the invoice. Start typing to search and select an admin.

4

Client

Filter invoices by client. Start typing to search and select a client from the list.

5

Statuses

Filter invoices based on their current status. Start typing to select one or more statuses.

Step 4: After you narrow down the invoices, click the icon shown in the screenshot below to view the invoice.

The invoice will open in a new tab with all the necessary details.