Follow one sent invoice from the Invoices list to its PDF, so a new biller knows the module before using it.
Steps
- Click Invoices in the left sidebar.
- Note the three tabs across the top: All, Unpaid and Paid, with the record count beside each label.
- Click Unpaid. Every invoice on this tab still has a balance to collect, including those that are also Overdue.
- Read one row across: the Invoice number, Status chip, Aiwyn Draft Invoice that produced it (Aiwyn Practice Only), Invoice Age in days and Outstanding balance.
- Click the invoice number in the Invoice column. The PDF opens in a new browser tab.
- Close the PDF tab and type that client's name into the Search box. Confirm the same row is returned.
- Select the checkbox to the left of the row, then click Download [N] Invoice(s) in the batch actions toolbar.
- Click Export in the top-right corner and open the CSV. Confirm that the invoice you just read is in the file.