You can view all active invoices in one place. Each active invoice can be easily managed from a single screen. You can cancel the invoice, view its history, add notes, and check payment details, helping you stay organized and in control of your billing process.
Follow the step-by-step guide below to view all active invoices on the TAAX Pro platform.
Step 1: Navigate to the left side panel, hover over the “Invoices” section, then click on the “View All Active Invoices” option.
Step 2: A new screen will appear with a list of all Active Invoices.
Step 3: Click on the eye icon next to any of the active invoices.
Step 4: A new screen will appear, showing the Invoice tab with complete details of the generated invoice.
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Action |
Description |
Reference |
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History |
Shows a chronological log of all actions and updates made to the invoice, such as creation, edits, status changes, and user activity. |
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Notes |
Contains any internal or external notes added by you and customers for context, clarification, or communication regarding the invoice. |
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Payments |
Lists all payments made toward the invoice, including payment dates, amounts, methods, and outstanding balance, if any. |