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PPO allows administrators and finance personnel, to retrieve all invoices directly from within the Administration module. This means clients have access to all their invoices from PPO, 24/7 and can retrieve them as and how it’s required, without any dependency on the PPO accounts team.
The access to the Invoice functionality is set within the User Group functionality. Simply select a particular user group, and ensure the Access radio button for the Invoices function, is selected, as per the screenshot below.
For more information on editing user groups, access the following knowledge base article.
Once users have access to the Invoices function, the Invoices icon will be visible on the Administration >> List page.
After clicking on the Invoices icon, the Invoices >> List page opens and displays the invoice date, number, PO Number if applicable, the due date, days overdue, payment date, total as well as the balance outstanding on the client’s account.
The Invoices >> List page can be filtered by status, to show ALL invoices or only Not Paid invoices.
Furthermore the Invoices >> List page can also be filtered by period, to show ALL invoices or invoices for the last 6 months.
To download an invoice as a pdf, click on the relevant line item. A pop-up window will then open, prompting the administrator whether they want to open or save the invoice.