3.2.7 Manage Client's Recent Invoices

Managing Clients' recent invoices is crucial for maintaining transparent financial transactions and ensuring timely payment processing. By monitoring recent invoices, users can promptly address client billing inquiries, update invoice statuses, and provide clients with real-time updates on their financial transactions. This contributes to a smooth financial workflow and strengthens client relationships.

Pre-condition to Use the Feature:

  • Users must have an active account on AgencyHandy and be logged in.

  • Users should have the necessary permissions to access and manage client invoices within their account settings.

To View a Client's Invoice

Steps to Use:

  • Access Invoice Management: Log in to your AgencyHandy account.

  • Navigate to Recent Invoices: Find and click on the "Recent Invoices" or "Invoices" section in your account dashboard.

  • Review Invoices: Browse through the list of recent invoices to identify the client's invoice you wish to manage.

  • View Invoice Details: Click on the specific invoice to view its details, including items billed, invoice status, payment due date, and any notes or updates.

  • Take Action: Based on the invoice status and client requirements, take necessary actions such as sending payment reminders, updating invoice status, and providing any necessary follow-up actions as needed.

  • Record Updates: Make any relevant updates or notes regarding invoice management actions taken for future reference or documentation purposes.

  • Confirm Payment: Ensure that all recent client invoices are effectively managed and addressed according to the client's financial needs and invoice specifications.

To Edit a Client's Invoice, click here.

To Delete a Client's Invoice, click here.

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