> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.invoicera.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Invoice Management.

# How to view invoice management.

### Step 1 : Log in with username and password
###### ![](https://storage.crisp.chat/users/helpdesk/website/fbd301f55ae1b800/image_siqvhb.png)
### Step 2 : Click ob billing then click on Invoice

###### ![](https://storage.crisp.chat/users/helpdesk/website/fbd301f55ae1b800/image_1y8zp05.png)

### Step 3 : You will able to view Invoice Management

Here's a breakdown of what you see and the steps to navigate the page:

1. **Navigating Invoice Types**
   - At the top, there are two tabs: *"Sent"* and *"Received"*. These let you switch between invoices you have sent to clients and invoices you have received.

2. **Invoice Summary**
 - Below the tabs, you see a summary of the invoices:    
 - **Generated**: Shows the total number of invoices generated (e.g., 2039).
 - **Paid:** The count of paid invoices (e.g., 553).  
 - **Sent:**The count of invoices that have been sent (e.g., 790).
 - **Draft:** The number of invoices currently saved as drafts (e.g., 299).
 - **Disputed:** The number of invoices marked as disputed (e.g., 7).

3. **Invoice List.**
- Below the summary, you see a table listing individual invoices with the following details:
 - **Invoice Number (#):** Unique identifier for each invoice (e.g., INV-227).   
 - **Invoice Status:** The current state of the invoice (e.g., Draft, Disputed).  
 - **Client:** The name of the client associated with the invoice.  
 - **Created:** Date the invoice was created.    
 - **Due:** Date by which payment is due. 
 - **Amount:** The total amount of the invoice, shown with currency.

4. **Actions**
- **Search/Advance Search:** Options to search for specific invoices using keywords or advanced filters.
- **Create Invoice:** A button to generate a new invoice, located in the top-right corner.

### How to Perform Actions:
1. **View Invoice Details:** Click on the invoice number or use the three-dot menu on the right side of each row for additional actions.
2. **Filter/Search Invoices:** Use the search bar or the "Advance Search" button to refine your results.
3. **Create New Invoice:** Click the "Create Invoice" button to start a new invoice entry.

###### ![](https://storage.crisp.chat/users/helpdesk/website/fbd301f55ae1b800/image_tkl51.png)


[Back to Onboarding Document](https://support.invoicera.com/en/article/onboarding-process-14z4qsk/?bust=1729660361527)