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Invoice Tracking in Vincere
Invoice Tracking in Vincere

How to track invoice status (including payment status)

Jason avatar
Written by Jason
Updated over a week ago

How to Track Vincere's Invoices

Use the filter function or stats button to track invoices. Additionally, the Invoices Dashboard in Intelligence provides comprehensive tracking and analysis.

β­• Invoice Stats: Track Key Metrics

Effortlessly monitor crucial invoice details by type and status. View the number of invoices, total amount, current amount, overdue amount, and paid amount.

β­• How to Access Invoice Stats?

  1. Filter by Invoice Type and Invoice Status.

  2. Click the Stats button on the right-hand side next to the Actions button.

β­• Filtering Invoices: Quick and Easy

Use the column filter to streamline your invoice management.

How to Filter Invoices?

  1. Click the filter icon on the column title.

  2. Choose the invoice type on which you want to take bulk actions.

β­• Smart Views for Invoice Table: Customize Your Layout

Configure which columns appear on your Invoice Table view and create custom layouts with Smart Views.

  • πŸ“‚ For more details about Create Smart View > Click HERE

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