Using the Client Dashboard Invoices Pane

You can use the Invoices pane on the Client Dashboard to view and print clients invoices. By default, the Invoices pane displays all posted invoices. However, you can filter the list of invoices by status, invoice number, or invoice date.

Tip: To ensure that you have the most up-to-date information, click in the upper right corner of the pane. You can also refresh the list by right-clicking the grid and selecting Refresh.

Note: You must have Practice > Billing > Review Invoice functional rights to view the content of this pane.

To view or reprint an invoice from this pane, do the following:

1. Open the Invoices pane.
   1. Click Client Dashboard on the Dashboard navigation panel.
   2. Select a client.
      1. Begin entering the client ID or sort name. As you type, a list of matching clients displays.
      2. Select the client to open and press Enter. You can also scroll or use the keyboard arrow keys to find a client in the list.
      3. Click OK.

   Note: You can also select a client in the Client Manager grid and click Client Dashboard on the Client Manager Home tab.

   3. Add the Invoices pane to the Client Dashboard, if it is not already displayed. See Adding, Moving, or Removing Panes in Client Dashboard for more information.
2. If needed, do any of the following to locate the invoices you want to view or print:

   • Find a specific record in the list.

     1. Click  or right-click the grid and select Find.
     2. Enter the value you want to search for in the grid.
     3. Click Find Next.
     4. Continue clicking Find Next until you locate the record you need.
   • Filter the Invoices list.
     1. Click Change View Filters.
     2. Enter the filters to apply.

        Option	Description
        Invoice status	Specify the status of the invoices you want to display. This is a two-step process: Select whether the status should equal, not be equal, or fall between two selected statuses. Equals. Select this option to include the status selected in the view. Does not equal. Select this option to exclude the status selected from the view. Between. Select this option to include all statuses between two selected statuses, including the selected statuses. If you select (All) as one of the statuses, you must also select a beginning or ending invoice status. Select the status to include/exclude from the Invoices pane. Note: This filter setting persists from session to session until you remove it.
        Invoice number	Enter an invoice number to filter the pane to include the specific invoice.
        Invoice date	Enter a range of invoice dates or select a specific date from the calendar. Note: This filter setting persists for the duration of this session, even if you move to a new client. When you close and reopen Dashboard, the filter is reset.

     3. Click Go.

     Note: You can reset the filters to the default by clicking Change View Filters, and then clicking Reset.

   • Sort the list.

     Click a column header to sort the list by that column. Clicking the column header again toggles between an ascending sort and a descending sort. The sort order you select is retained from session to session and client to client.

3. Select the invoices to be viewed or printed, and then click.
4. Click Print on the invoice preview.
5. Update any print settings on the Print window, and then click Print.
6. Click the X in the upper-right corner to close the invoice preview.

Click a link below to learn how to manage the columns in this pane. Your column selections are retained between sessions and between clients.

Add or remove grid columns.

1. Click.
2. Select the check boxes for the columns you want to display. Clear the check boxes for columns you want to hide. You can select two types of columns:
   • Parent columns. These columns display for invoices. They will be shown with a to the left of the row.
   • Child columns. After a row is expanded by clicking the , the child rows display additional information about the invoice. You can select the columns of information to display for the child rows.
3. Click Go.

Change the order of columns in the grid.

Drag a column header to the new location where the column should display. When you see blue arrows above and below the header row, release the column header to insert the column in the new location.

Change the width of columns in the grid.

Hover the pointer over a column divider in the header row until a double-headed arrow displays. Click and drag the divider to the new location.