# 3.6 Invoices

Clients can **view, export, filter, and search invoices** related to their orders and services, ensuring efficient payment tracking and financial management.

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### **What:**

This feature allows clients to:

* **View and manage invoices** linked to their orders and services.
* **Search for invoices** using invoice numbers or order IDs.
* **Filter invoices** based on service, status, and type.
* **Sort invoices** for better organization.
* **Export invoice data** for record-keeping and financial tracking.

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### **Purpose:**

* Provide **easy access to all invoices** related to services and orders.
* Enable **efficient invoice management** with search and filtering options.
* Allow clients to **export invoices** for documentation and tax purposes.
* Improve financial tracking by **sorting invoices based on date and status.**

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### **Pre-conditions:**

* Clients **must have an active account** with an associated order or service.
* Invoices **must be generated** by the service provider.
* Clients **can only access invoices linked to their account.**

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### **Steps to Use (Detailed Guide)**

#### **1. Viewing and Managing Invoices**

1. **Log in** to your Agency Handy account.
2. Navigate to the **Invoices** section from the left menu.
3. A list of **all invoices** will be displayed.
4. Click on any invoice to **view details, payment status, and due dates.**

#### **2. Searching for an Invoice**

5. Use the **search bar** to find invoices by:
   * **Invoice Number**
   * **Order ID**

#### **3. Filtering Invoices**

6. Apply **filters** to refine invoice searches:
   * **By Service** (Filter invoices linked to specific services)
   * **By Status** (Paid, Unpaid, Overdue)
   * **By Type** (Recurring, One-Time Payment)

#### **4. Sorting Invoices**

7. Sort invoices to organize them efficiently:
   * **Alphabetically (A-Z / Z-A)**
   * **By Date (Newest First / Oldest First)**

#### **5. Exporting Invoices**

8. Click the **Export** button to download invoice data in **CSV or Excel** format for record-keeping.

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### **Important Notes:**

* Only **invoices linked to a client’s orders** are accessible.
* Clients **cannot edit invoices; they can only view and export them.**
* Overdue invoices **may trigger automated reminders from the system.**
* Exported invoices **can be used for tax filings and financial audits.**
* Filtering options **help track pending and completed payments efficiently.**


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