Billing overview

Find invoices, quotes, products, services, and payment status from Billing.

Steps

1. 1

   Open Billing

   Select Billing in the Waflo sidebar. The overview shows total invoices, paid, outstanding, and overdue amounts, plus quotes pending approval.

   Open Billing ↗

   Click to enlarge ↗

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   The Billing overview brings invoices, quotes, and the catalog together.

2. 2

   Choose a billing task

   Use All Invoices to review bills, Quotes to manage quotations, or Products & Services to maintain items you can add to either document.