Introduction to Invoices Tab in Movegistics 5.0

Why This Matters to Your Business
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The Invoices tab under the Main Menu provides full access to your billing records across every department in your organization. Whether you're in Sales, Operations, or Finance, this unified view helps ensure:

• No invoices are missed or left in Draft ❗
• Payments and balances are properly tracked 💰
• All departments have visibility into current financial activity 📊

Accessing invoices from the Main Menu gives your leadership team the visibility they need to oversee company-wide revenue collection.

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📍 How to Access the Invoices Tab from the Main Menu

1. Click the Main Menu icon (top-left corner).
2. Scroll down to the Invoices section (below Pipelines and above Payments).
3. Click to open the full Invoice management dashboard.
   
   

This view mirrors the Invoices tab inside the Operations module but is accessible to non-operational roles for top-level oversight.

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What You’ll See in the Invoices Dashboard

• Invoice ID, Date, and Due Date
• Contact Name & Email
• Invoice Amount
• Status (Draft, Sent, Partially Paid, Paid)
• Work Request Title (linked job)
• Invoice Owner
• Company Name & PO Number (if used)
• Tags for filtering or labeling jobs

Filter invoices using:

• Search bar
• Status dropdown
• Date or contact filters
• Custom views (Saved Views, April Invoices, etc.)

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When to Use This View

• Your accounting team wants to export all invoices company-wide.
• You need to monitor invoices created by both Sales and Operations.
• You want to apply payments or follow up on past due invoices.
• You’re reviewing invoice records across departments for audits or meetings.

Use the top-level view to align company-wide cash flow and accountability.

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Available Actions

• Open and edit individual invoices
• Mark invoices as Paid, Partially Paid, or Void
• Add PO numbers, update tags, or change ownership
• Export filtered invoice lists to Excel or PDF
• Click the Work Request Title to jump to the linked job details

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🔐 Permission-Based Access

The Main Menu > Invoices screen may be visible to:

• Admins
• Accounting/Finance users
• Managers with cross-department access

If you don’t see it, contact your account administrator to request access.

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For help configuring your invoice view, setting up automation, or applying payments, contact us at [e-mail].