To view a copy of a client invoice, follow these steps when using the Desktop Version of Vagaro.
- Click Settings at the top of the screen.
- Select Invoices on the left side of the screen.
- Find the invoice on the list. Click the three dots on the right side. Then click View to view a copy. Click Export to export it to a PDF file. This creates a separate tab on your web browser where you'll be able to see the invoice. Click Print to get a paper copy.
Related Article:
Viewing Customer Invoices on the Desktop Version
1. Click Settings at the top of the screen.
2. Select Invoices on the left side of the screen.
3. You'll be able to see all your invoices.
To find an item faster, enter the name or value in the Search box at the top-left of the screen. Then click the red Search button on the right side of the page. For example, if you enter the Invoice # and then click Search, you'll be able to find the specific item that has this number.
You can also search for an invoice based on its status. Click the All Statuses drop-down to filter the search by Draft, Sent, Paid, Overdue or Void. For instance, if you select Overdue, you'll be able to see all the invoices that are overdue and are past the due date.
4. Once you find the invoice on the list, click the three dots on the right side of the screen. Click View to view a copy. Click Export to export it to a PDF file. This creates a separate tab on your web browser where you'll be able to see it. Click Print to get a paper copy.
Here's an example of an invoice that's sent to a customer.
Comments
0 comments
Please sign in to leave a comment.