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Invoices shows invoice records copied from your MSP’s PSA. Company users see the invoices their role and company allow. MSP staff also set up the integrations that supply these records.

Before you start

  • Open Invoices in the sidebar. You need invoice-viewing access, which your MSP assigns. If Invoices is missing, ask your MSP.
  • The list works with ConnectWise, Autotask, and Halo, plus invoices your MSP uploads from its own billing system. Columns, statuses, PDF availability, and update timing depend on that source and your MSP’s settings.
  • MSP staff also see a Pax8 tab once Pax8 invoice sync has imported invoices. Company users use the PSA list only.

Choose a task

Open the invoice list

1

Click Invoices in the sidebar

The page lists invoices for your company selection. The default order is invoice date, newest first.
2

Check the company selector

If you can switch companies, confirm the selection before you look for an invoice.
3

Click an Invoice # to read it

The PDF opens in a viewer. See Download and export invoices.
The list is a view of copied records. Reading or downloading an invoice does not edit it, mark it paid, or make a payment. To fix a wrong value, ask your MSP to correct it in the PSA.

Troubleshooting

Frequently asked questions

No. Your MSP manages users and permissions. Ask them to check your invoice access and company.
No. The list has no invoice form or amount editor. Contact your MSP about a correction.
No. A payment button opens your MSP’s payment provider. See Use an invoice payment link.
No. The row menu has View PDF and Add to Meeting only.