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This guide is for company users and MSP staff who need to find an invoice and check its status.

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Before you start

  • You need invoice-viewing access from your MSP.
  • If you can switch companies, set the company selector first.
  • Invoices are copied from your PSA. Allow time for a new or changed invoice to arrive.

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Find an invoice

1

Open Invoices

Click Invoices in the sidebar.
2

Filter the list

Use the column filters. Invoice #, Reference, Apply To, and PO # take text. Company takes one or more companies. Type, Status, and Date have their own filters.
3

Show more columns

Use the column toggle to turn on hidden columns. A column only appears when your PSA supplies data for it. The Company column is hidden when you select one company.
4

Sort and page

Click a column heading to sort. The default is Invoice #, highest first, which is not always newest by date. Sort by Date for date order. Use the page controls at the bottom, or change the page size to 25, 50, 100, or 250.
5

Open the document

Click the Invoice #, or open the row menu and choose View PDF. See Download and export invoices.

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Read the columns

The list does not let you edit amounts, change status, void, or resend an invoice. Contact your MSP about corrections. MSP staff can see which PSA field fills each column in Where invoice data comes from.

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Add an invoice to a meeting

1

Open the row menu

Click the three dots at the end of the invoice row and choose Add to Meeting. For several invoices, check their rows and choose Actions > Add to Meeting.
2

Check Items to add

The Add to Meeting Agenda dialog lists the invoices under Items to add.
3

Choose the meeting

Open Select Meeting and pick an upcoming meeting. The dialog does not create meetings. If none appears, create the meeting first.
4

Click Add to Agenda

Wait for the success message, then open the meeting to confirm the invoice is on its agenda.
Cancel closes the dialog without adding anything. This action does not email the invoice or pay it.

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Troubleshooting

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Frequently asked questions

It is hidden when you select one company. Turn on all companies in the selector, or check the column toggle.
No. It names the source item, such as an agreement.
No. It only adds an agenda item to the meeting you pick.
The row menu has no Add to Planner action. It has View PDF and Add to Meeting.