How to Find Invoices and Payments in the Housing Market Billing Center
Tutorial 4 of 9 · 1 min 16 s
Every invoice and every payment from every Housing Market product is in the Housing Market Billing Center. This tutorial opens Invoices, narrows the list to one product with the filters, opens a single invoice to read its billing company, dates, lines and total, shows where Download PDF saves a copy for your accounts, then opens Payments to read your payment history, with each payment's date, product, amount and status and a link back to its invoice. The example customer, Anna Weber of Bangkok Prime Realty, is fictitious.
In this tutorial you will learn
- How to open the Invoices page and filter it by product, date or status
- What one invoice shows
- Where to download an invoice as a PDF
- How to read your payment history and find the invoice behind a payment
Follow along: the steps
- Click Invoices in the Billing Center.
- Invoices lists every invoice from every Housing Market product.
- Filter by product, date or status.
- Click Apply.
- Now only the CRM invoices are listed, newest first.
- Click an invoice number to open it.
- It names the company that issued it…
- …the service period and each line…
- …and the total you paid.
- Download PDF saves a copy for your accounts.
- Click Payments for your payment history.
- Every payment, refund and failed attempt is listed here.
- Each row shows the date, product, amount and status.
- The invoice number opens the invoice behind the payment.