How to Manage your Invoices?
Learn how to quickly find and review invoices using the search field or Piper, our AI agent. Use Piper to narrow down results based on your specific needs and easily open the invoice you need to review.
Written By Susy Lozoya
Last updated 3 days ago
1. Click on the Invoices module to start reviewing existing Invoices.

2. Use the search field to quickly find the invoice you need to review.

3. You can also use our AI agent, Piper, to narrow down your search based on your specific needs and quickly find the invoice you’re looking for.

4. Piper will search and pull up the invoices that match your request. To open a invoice and review its details, simply click Open.

5. You can also click the View Details icon on the right side to open and review a specific invoice.

Still need help? Ask the team