View Invoices & Transactions

Jump Ahead

    Uscreen allows you to get a list with all your customers invoices. 

    To access all invoices list please follow steps below: 

    • Choose Sales and Invoices submenu. 

     

    Screenshot_21.png

     

    • On the invoices list you can use search and filter to easier find results. Filtering can be done by Status and Date of creation

     

    Screenshot_24.png

     

    • To view more details of an invoice click on the Invoice # 

     

    Screenshot_29.png

     

    • Invoice details are listed with options to: Download invoice as PDF, Send invoice details as email message to customer or Refund Invoice. 

    NOTE: If you need assistance to Refund Invoice please check this article. 

     

    Screenshot_20.png

     

    • On the invoices list you can export all invoices into a CSV file report. 

     

    Screenshot_26.png

     

    • To get the Exported CSV invoices file go to Analytics and Exported Files submenu. 

     

    Screenshot_27.png

     

    • All exported invoices files can be found here for download and use at any time needed. 

     

    Screenshot_28.png

     

    Contact us

    Can't find what you're looking for?

    Contact us
    Powered by Zendesk