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. Columns, statuses, PDF availability, and update timing depend on that PSA and your MSP’s settings.
- MSP staff also see a Pax8 tab when Pax8 is connected. 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 number, highest 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
Can a company admin grant invoice access?
Can a company admin grant invoice access?
No. Your MSP manages users and permissions. Ask them to check your invoice access and company.
Can I create or edit an invoice here?
Can I create or edit an invoice here?
No. The list has no invoice form or amount editor. Contact your MSP about a correction.
Does opening an invoice mark it as paid?
Does opening an invoice mark it as paid?
No. A payment button opens your MSP’s payment provider. See Use an invoice payment link.