Click on 'Invoices' in the left sidebar.

Navigate to the 'Invoices' section by clicking the 'Invoices' option under 'Financial' in the left sidebar.

View all invoices that are 'Due'.

The system defaults the display of the Invoices page to invoices with the status of 'Due'.

Click the 'All' button in the status filter.

Display all invoices regardless of their status.

Click the 'Paid' button in the status filter.

Filter the invoices to show only those that are marked as 'Paid' by clicking the 'Paid' button in the status filter.

Click the 'Upcoming' button in the status filter.

Switch the filter to display only 'Upcoming' invoices by clicking the 'Upcoming' button in the status filter. This displays Invoices with a Due Date in the current month or future months.

Click the search field labeled 'Invoice Number or Project'.

The Search field allows you to find specific invoice(s) based on the Invoice Number or Project/Job Name.

Click the 'Type' dropdown menu.

Open the 'Type' dropdown menu to filter invoices by type, such as 'Invoice' or 'Deposit' or 'Void'.

Click the 'Project' dropdown menu and select a project name.

Begin typing a project name in the search field to yield the most relevant results. Select the appropriate project for the invoices you would like displayed.

Click the 'Client' dropdown menu and select a client.

Open the 'Client' dropdown menu and select a specific client to filter invoices related to that client.

This allows you to see all invoices for the client and pay multiple invoices at once.

When filtered to a single client, boxes display to the left of the invoice number.

Click the checkbox to select the invoices to be paid.

Select the invoices to be paid by clicking the checkbox next to it, allowing for multiple selections.

Click the 'Pay Invoice' button.

Locate and click the 'Pay Invoice' button positioned above the list of invoices to initiate the payment process.

Process invoice payments.

To process payments for multiple invoices at one time, the client must have a payment account saved.

Note: Paying multiple invoices will result in a seperate charge for each invoice.

Payments Transactions Page