How Do I View Invoices?

View Invoices

• Home Screen: Once you're on the ChargeZoom home screen, you’ll typically see a navigation panel on the left side of the page.

• Locate the Invoice Tab: In this left-hand panel, look for a section or tab labeled "Invoices" or something similar. This tab should be part of the main navigation options, usually listed in a vertical menu.

• Click the Invoice Tab: Once you’ve found the Invoices tab, click on it to view, create, or manage your invoices.

1. Filtering by Invoice Type

• On the Invoices page in ChargeZoom, there will likely be filter options to help you narrow down your search.
• You can select a specific invoice typefrom the available filter options. Common types may include:
  • Paid
  • Unpaid
  • Pending
  • Overdue
  • Draft

By applying this filter, you will only see invoices of the selected type.

2. Searching by Customer Name

• There is typically a search bar or filter option where you can input a customer name.
• Simply type the name of the customer whose invoices you want to view, and the system will filter and display the relevant invoices related to that customer.

3. Selecting an Invoice

• In the list of filtered or searched invoices, you will see invoice numbers listed in blue.
• To view or manage the invoice, simply click on the invoice number. This action will open the detailed invoice view where you can:

Summary:

1. Use the invoice type filter to narrow down the results (Paid, Unpaid, Pending, etc.).
2. Use the customer search to find invoices tied to a specific customer.
3. Click on the blue invoice number to access more details about a specific invoice.