Methods of Searching Invoices
Finding invoices in the Latchel Dashboard is a breeze. You can quickly search and filter to locate the exact invoice you need, making your financial management simpler and more efficient!
From your dashboard, select Tools and click Invoices.
Searching Invoices in Multiple Ways
- Using the Invoice Number
- Using the Work Order Number
- Using the Assigned Service Provider
- Using the Invoice Amount
Accessing an Invoice Via the Work Order
Search for the work order. To do this you may follow the steps in Quick Search Box for Work Orders. Then, from the left side of the work order page, click Invoices.
Then select the Invoice Number you want to access.
Searching Invoices Using the Filter
On the invoice page, invoices can now be easily searched using the filter options. Filter options available are by Status:
- Unpaid
- In dispute
- Paid
- Cancelled
- Partial Paid
- Refunded
From the invoice page, click on the Filter icon, check or uncheckthe desired filter box, and click on Apply.
Invoice Preview
Once you have found the invoice you are looking for, click the hyperlinked invoice number to get into the Invoice Details.
In the Invoice Details page, click View Uploaded Invoice File or View the file, then a new window tab will open containing the invoice preview.
And that’s how easy you can search and preview your work order invoices!
Do you also need help in downloading your work order invoices? Check these help guides: