Managing and Configuring Invoices

Once you start creating invoices, Growee keeps them together in one place so you can review what has been billed and follow up on what is still owed. You can also set up the company information that appears on every invoice you send.

This article covers how to find your invoices, the filters available for reviewing them, and where to configure your invoice details. These areas require an admin role.

Access your invoices

Your invoices live in the Invoices module on the left side menu. Open it to see the invoices that have been created, along with their statuses and balances.

Filter and review invoices

Growee provides filters that help you sort through invoices and find the ones you need. They are useful for reviewing everything that has been created and sent previously.

• Status: narrow the list to invoices in a particular state, such as draft, sent, or paid.
• Issue date: review invoices from a specific period.
• Client: focus on the invoices for one client.

Combine these filters to answer a specific question, for example which invoices for a given client are still unpaid.

Configure your invoice details

The invoice configuration is where you set up the information used when sending out invoices, such as your company address and logo. This information is applied to the invoices you generate, so your documents carry consistent company details. It is also where you control how your invoices are numbered.

Set these details once, and every new invoice picks them up automatically.

Related articles

• Creating Invoices
• Expense Tracking
• Clients
• Roles and Permissions