Invoices: Invoices Overview

In this article, we will cover the Invoices feature dashboard. The Invoices dashboard allows you to see an overview of your invoices and manage them seamlessly.

It includes an overall view of all invoices, paid, unpaid, and awaiting fulfillment.

Table of Contents

• Requirements
• How to Access Invoices Overview Dashboard
• Dashboard Overview
• Additional Information

Requirements

• An active ClickFunnels 2.0 account

How to Access Invoices Overview Dashboard

1. Click Orders tab in your workspace dashboard.

   

2. Select the Invoices tab from the menu
   

3. This will take you to the Invoices dashboard.
   

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Dashboard Overview

The All tab will show all your existing invoices.

The Paid tab will show the paid invoices.

The Unpaid tab will show your unpaid invoices.

The Pending fulfillment tab will show orders that have a paid invoice and need to be shipped or delivered.

Search Invoices can be used to search existing invoices by Number, Order Number, or Customer Email.

Sort by Arrange your invoices by issue date, from the oldest to the newest and vice versa.

Filter Allows you to categorize your invoices based on various criteria. You can also search the different filters.

In ClickFunnels 2.0, the filter option lets you mix and match filters using ‘and/or’ to refine your search, and you can save these filters for quick future access.

Number Refers to the invoice number. It makes it easy to locate and manage your billing documents.

Order Number This is a special code for each order. This number helps you easily track and manage individual orders, ensuring you can quickly reference and access details about specific sales within the platform.

Customer Email shows the email address of the customer for each transaction, helping you to contact or identify the buyer quickly.

Products lists the items that were sold in each transaction, allowing you to see what was bought easily.

Status indicates the current state of each invoice, such as Paid, Unpaid, Partially-Paid, Past-Due, etc… helping you monitor the payment progress.

Fulfillment Status shows the fulfillment stage of each order. It shows if the order has been Fulfilled, Unfulfilled, or NA.

Issued At refers to the date and time when each invoice was generated. This helps you keep track of when each transaction occurred.

Total represents the total amount charged for each transaction. This gives you a clear view of the revenue generated from each sale.

Modify Columns lets you customize the view by choosing which columns appear, enabling you to tailor the information display to your preferences.

View Details allows you to access and review the information for each invoice. This feature helps you understand the specifics of each transaction directly from the invoices tab.

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Additional Information

• Introduction to Orders and Customer Purchases

• Orders: How to Manage Orders

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