Open/Paid Invoices is found under the Finances tab of the left side navigation bar. It can also be accessed from the Quick Utilities section of your management dashboard. This report allows you to view all invoices in the system. You can look for individual invoices by their invoice number. You can also filter invoices by date range or status.

Open/Paid Invoices Tips

The Quick Utilities link leads to a report that lists all invoices based on a date range and status (all, open, or paid). 

Invoices can also be brought up by searching an invoice # or a Plan # (payment plans)

Directly from this screen:

• Invoices can be viewed / edited by clicking View/Edit
• Invoice receipts and payment history can be accessed using the icons to the right of the invoice
• Household accounts can be accessed directly by clicking the account name