Invoice List

The Invoice List dashboard is a page for Admins that contains multiple Invoice tools, including the ability to send manual Invoice Dunning emails. 

To access this tool, navigate to Orders > Invoice List in the admin panel, or visit https://www.yourdomain.com/admin2/invoices/index while logged in as an Admin

Dashboard Column Information

The Send Invoice Dashboard tool provides a list of your site Invoices for easy viewing, and also provides useful information in each column. See below for more information on each column:

1) Search: Allows you to search for a specific Invoice #.
2) Add Filter: You can add filter(s) to help narrow in on specific Invoices.
3) Due: This column simply shows the Invoice due date.
4) Invoice #: This is where the Invoice # is displayed.
5) Status: This column contains the status of the Invoice.
6) Customer: This column contains the Customer ID # assigned to an Invoice.
7) PO #: This column contains the associated PO # with an Invoice.
8) Amount: This is the total Invoice amount.
9) Open Amount: This is the total Open Invoice Amount.
10) History: This column shows the last action taken on an Invoice, whether that be an Admin or User.
11) Email To: Opens up a panel that you can use to send that specific Invoice to answer.
12) Send Dunning: Allows an Admin to manually send a Dunning email to the User in question.

Dashboard "More Options" ellipses

11) The ellipses seen in the screenshot above populates a list of additional helpful tools to assist the Admin.

1) View Invoice: Takes an Admin to that specific Invoice Detail screen.
2) Download PDF: Allows an Admin to download an Invoice as a .pdf file.
3) Email To: Opens up a panel that you can use to send that specific Invoice to answer.
4) Send Dunning: Allows an Admin to manually send a Dunning email to the User in question.
5) View Payments: Takes an Admin to the Invoice Payment Module to view previously made payments to that specific Invoice.
6) View History: Shows an overview of the previous actions taken by both the Admin and User on that specific Invoice.