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: The invoice has been issued but has not yet been paid.
- In Dispute: There’s an active issue or disagreement regarding the invoice that needs resolution.
- Paid: The invoice has been fully paid.
- Cancelled: The invoice was voided and is no longer valid for payment.
- Partial Paid: A portion of the invoice has been paid, but a balance remains.
- Refunded: The payment made on the invoice was returned to the payer.
- Needs Approval: The invoice is awaiting approval from the necessary party before it can move forward.
- Pending: The invoice is in a waiting state—typically awaiting action like review, approval, or payment.
- Processing: The invoice is actively being handled, such as being reviewed, approved, or queued for payment.
- Submitted: The invoice has been officially submitted into the system and is waiting for the next step in the workflow (e.g., approval or payment).
- Failed Customer: This means that there was a problem charging the customer, usually an issue with the payment method.
- **Failed Vendor: **means there was an issue paying out the vendor.
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:
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