GuardsPro provides a detailed invoice log feature that helps security companies track and monitor all activities related to their invoices. The invoicer logs maintain a complete history of invoice actions, including invoice creation, updates, client views, estimate conversions, sent status, recorded payments, and other related activities. This feature is especially useful for maintaining transparency, monitoring billing activities, resolving disputes, and keeping accurate financial records for your security operations.
By reviewing invoicer logs, Admins and Managers can easily track invoice progress, verify payment updates, monitor client interactions, and maintain internal notes for future reference.
✅This guide will walk you through the steps to view invoicer logs on the Back Office Dashboard:
To view invoicer logs, click on Invoicer from the main menu and select Invoices from the dropdown menu. From the list of invoices, locate and click on the invoice for which you would like to view the logs.
On the next screen, you can review the invoice details and manage additional invoice-related options such as editing the invoice, downloading or sending the invoice to the client, managing payments, scheduling recurring invoices, and accessing other invoicing functions.
At the bottom of the invoice page, you will find the detailed invoice logs, including information such as when the invoice was created, updated, payment was added, converted from an estimate, and other related activities.
Admins or Managers can also add comments related to the invoice from the same screen under the Comments section and save them for future reference. This helps teams maintain better communication and keep important billing notes organized within the invoice record.
If you have any additional questions or need further assistance, please feel free to contact the GuardsPro support team anytime.
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