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Your Invoices Page: Now with Enhanced Features

Save time with new capabilities like group-level viewing, advanced filtering, and bulk transaction processing. Customize your invoice management experience while generating comprehensive reports and adjusting payments with ease.
Your Invoices Page: Now with Enhanced Features

Keeping track of invoices, payments, and credit memos across multiple business groups can be time-consuming. That's why we've enhanced the Your Invoices for Pay by Invoice page with new features designed to give you better visibility and control over your transactions—all while maintaining the simple navigation you're already familiar with.
How to access Your Invoices for Pay by Invoice

  1. Hover over your name in the top navigation
  2. Click Business Settings under Your Account drop down menu
  3. Select Your Invoices for Pay by Invoice under Billing & delivery
     

What's new on the enhanced page

We've added several capabilities to help you manage invoices more effectively:

  • Group level viewing – Switch between business groups and view relevant transactions
  • Advanced filtering options – Search by date range, status, and group
  • Customizable table views – Display only the details that matter to you
  • Bulk transaction actions – Process multiple invoices at once
  • Account statement generation – Create comprehensive reports on demand
  • Self-service payment allocation – Review and adjust payment applications independently
     

Key features explained

Filtering transactions: Expand the date range, status, and group filters above the transaction table to find specific invoices. You must select at least one date range and status type for transactions to display.

Customising your view: Click Customise Table to select which details appear from three categories: Invoices, Payments, and Credit Memos. Choose the information most relevant to your workflow.

Taking action: Click the three-dot menu next to any transaction to pay, apply, or download. Select multiple transactions to perform bulk actions and save time.

Reviewing payment allocations: Look for "Review by Date" next to transactions. Use the status filter to select Review Allocation under payments, then follow the guided tool to confirm or adjust allocations.

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