This article includes:

1. New Pay & Bill layout

2. Upgrade to Invoices

We continue to add incremental enhancements to Vincere Pay & Bill.

To enhance your user experience, we have replaced the drop-down navigation with a new tab layout. Easily move between between Renewals | Timesheets | Invoices | File Library | SignRequest.

Out with the old...

In with the new...

Note: The Pay & Bill tab is no longer accessible from the last chevron of the ATS pipeline - the last chevron is now default to Renewals.

To access Pay & Bill, click on the dollar bill icon on the left hand side menu.

If you don’t see the Pay & Bill tab, head to Edit Menu, select Pay & Bill to add to your menu.

a. Invoice Stats:

We’ve added top-line analytics to the Invoice table. You can now see key information by Invoice Type and Invoice Status to track the number of Invoices | Total $ | $ Current | $ Overdue | $ Paid.

To see Stats, filter by Invoice Type and Invoice Status, then click on the Stats button on the right hand side next to the Actions button.

b. Invoice Filters: ability to filter Invoices by:

Note: Once filters are applied, the Filter icon will turn red and you will see a Reset button. Click on Reset to clear your Filters.

Another way to filter Invoices is by using the Column filter.
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To filter Invoice Type, click on the filter icon on the column title > choose the Invoice Type that you want to take bulk actions on.

To filter Invoice Status, click on the filter icon on the column title > choose the Invoice Status that you want to take bulk actions on.

c. Smart View for Invoice Table:

Ability to configure which columns appear on the Invoice Table view and create your custom Invoice layout with Smart Views.

d. Invoice Quick View: Quickly access Invoice details and activities from Invoice Table.

e. Update to Invoice Activities: When updating Invoice Status, the action will be logged in the Activities tab of the Invoice. Activities can be filtered by Comments | Action Logs | Status Update | Created Date.

f. Quick Add Invoice: Create a new invoice from the Quick Add button.

g. Bulk Invoice Actions: Send | Approve Invoices | Update Payment status in bulk. Filter Invoice by Invoice Type and Invoice Status to see available bulk actions.

Bulk actions include:

Note: Bulk actions are only available on Invoices with the same Invoice Type and Invoice Status.