This section does require specific permissions, which are detailed here: User Roles and Permissions
The invoice management section is a cornerstone of the Bloom Marketplace. This is where all invoices are submitted by Suppliers and are then handled by Bloom Clients. 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 the three vertical dots on the far right of the invoice line:
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 pop-up window if you wish. All downloads are in PDF format.
If you would prefer to see invoices on a project basis you can:
- Click the Projects icon on the left-hand navigation
- Select or search for the project you wish to view
- Click the Invoices tab on the project detail screen
This will then only show invoices associated with that project.