User Guide
AgencyHandy User Guide - For Client
AgencyHandy User Guide - For AgencyAgencyHandy User Guide - For Client
AgencyHandy User Guide - For Client
AgencyHandy User Guide - For AgencyAgencyHandy User Guide - For Client
  • Agency Handy User Guide - For Client
  • 1. Introduction of Agency Handy
    • 1.1 Why should you choose Agency Handy?
  • 2. Getting Started
    • 2.1 Sign In
    • 2.2 Accessing the Main Interface
  • 3. Managing Dashboard
    • 3.1 Service
      • 3.1.1 View Service Details
      • 3.1.2 Purchase a Service
      • 3.1.4 Share URL of a Service
    • 3.2 Order
    • 3.3 Subscriptions
    • 3.4 Tickets
    • 3.6 Invoices
    • 3.7 Files
      • 3.7.1 Manage Files in Order Task
      • File Feedback
  • Use case
    • How to create Lead via API
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  • What:
  • Purpose:
  • Pre-conditions:
  • Steps to Use (Detailed Guide)
  • Important Notes:

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  1. 3. Managing Dashboard

3.6 Invoices

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

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.

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.

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.

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

  1. Use the search bar to find invoices by:

    • Invoice Number

    • Order ID

3. Filtering Invoices

  1. 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

  1. Sort invoices to organize them efficiently:

    • Alphabetically (A-Z / Z-A)

    • By Date (Newest First / Oldest First)

5. Exporting Invoices

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

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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Last updated 20 days ago

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