Invoice Management

The invoice management section is a cornerstone of the Elevate platform. This is where all invoices are accessible once generated. The invoice management process is designed to be as simple as possible from both a Client and Supplier perspective.

Invoices can be accessed by clicking the icon on the left-hand navigation bar:

This will display all current invoices assigned to the Organisation. You can search for a particular invoice, or a number of invoices, spanning a specific date range using the controls at the top of the invoice list:

You can also page through the invoices or change the number of invoices per page using the controls at the bottom of the list.

Invoice History and Downloads

If you have the required role and permission, you may view the invoice history or download the invoice by clicking into the invoice:

Select the View History option and this will give you details of the stages the invoice has been through:

You can also Download the invoice from this window if you wish. All downloads are in PDF format.

Additionally you can bulk download invoices from the main invoices page:

Project Invoices

If you would prefer to see invoices on a project basis you can:

1. Click the Projects icon on the left-hand navigation
2. Select or search for the project you wish to view
3. Click the Invoices tab on the project detail screen

This will then only show invoices associated with that project.