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Open Invoices from the sidebar. You need invoice-viewing access assigned by your MSP. If you can switch companies, check the company selection before looking for a record.

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Find an invoice

  1. Use the Invoice # filter to find its invoice number.
  2. Narrow the list with available Reference, Apply To, PO #, Type, Status, Company, or invoice-date filters.
  3. Use the column-visibility control to show a field that is hidden. Some columns are only offered when the connected source supplies data for them.
  4. Use supported column headings to sort. The initial sort is invoice number descending, which is not necessarily newest invoice date first.
  5. Move between pages or change the page size to see more records.
  6. Select the invoice number or … > View PDF to open its document.
The Company column can be hidden when a single company is selected. Apply To, when available, describes the related agreement or other source item; it is not a button to apply a payment.

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Read the fields

  • Total is the synchronized invoice total; Balance is the available amount remaining.
  • Payments, Subtotal, Sales Tax, Terms, Bill To, and PO # provide additional source details when populated.
  • Status, Sent, and Synced reflect the source data supplied to the portal. A status label alone does not establish that a new payment has settled.
  • Due Date can highlight an overdue invoice with a remaining balance. Check the source document and current balance when investigating it.
The list does not let you edit amounts, change payment status, void an invoice, or send it again. Contact the MSP about corrections or source updates.

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If an invoice is missing

Clear the relevant filters, check the company selection, and move through the pages. Your MSP may exclude particular source invoice statuses from the portal. The invoice may also be waiting for synchronization or company mapping. An empty list does not prove there are no invoices in the source system. If you expect a specific invoice, give the MSP its invoice number and company so they can check access, source settings, and synchronization.

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Add an invoice to a meeting

When your account can add agenda items:
  1. Open the invoice row’s … > Add to Meeting.
  2. Review the invoice shown in Items to add.
  3. Choose an existing upcoming meeting from Select meeting.
  4. Select Add to agenda and wait for the success message.
  5. Open the meeting to confirm that the invoice appears on its agenda.
For several invoices, select the intended rows and use Actions > Add to Meeting. Check the selected items and destination company carefully. Opening the dialog or selecting a meeting does not save the agenda item; Cancel closes it without adding the item. If no suitable meeting is offered, create or arrange the meeting first, then return. This dialog does not create a new meeting, pay the invoice, or send the invoice to recipients.

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Frequently asked questions

It can be hidden when one company is selected. Check the company selector and available column-visibility options.
Invoice numbers are source identifiers. The default sort is invoice number descending; use the Date column when you want chronological order.
No. It describes the source item associated with the invoice, such as an agreement. Payment is a separate action.
There is no amount editor in this list. Ask the MSP to correct the invoice in its source system and synchronize the result.
Not necessarily. Check filters, company access, status exclusions, mapping, and synchronization with the MSP.
It adds an agenda item to the selected meeting after Add to agenda succeeds. It is not an invoice-email or payment action.
The dialog selects an existing upcoming meeting. Create or arrange the meeting first if none is available.
The current invoice row menu has View PDF and Add to Meeting. It has no direct Add to Planner action.