How-To: View Invoice Payment Information

Created by Danita Leach, Modified on Fri, 21 Mar at 9:57 AM by Danita Leach

TABLE OF CONTENTS

Viewing Invoice Payment Information
Additional ways to view the payment information are:
From the Work Order
How-To: Record Payments Received in Umbrava

Viewing Invoice Payment Information

This page will teach you how to view your invoice payment information in Umbrava.

Step 1: Go to your Invoice by filtering the invoice grid by "Approved".

Step 2: Click the Invoice that you would like to review for payment.

Step 3: Payment information will be visible in the Invoice breakdown on the right side.

Any payments issued to you will be on the left side under "Client". The payment methods and amounts will also be visible.

Additional ways to view the payment information are:

From the Invoice Grid:

Step 1: Click the 3 dots in the "More" section of the invoice grid and select "Payments"

A box will appear showing the payment history for this invoice. The left side will show the payments made to you from the client. The right side will show the payments that you have marked as received.

From the Work Order

Step 1: Click the Invoices tab filter by payment status "Paid"

Step 2: Click on the invoice line to review the payment breakdown

From the Work Order

Step 1: Click the Invoices tab filter by payment status "Paid"

Step 2: Click the 3 dots in the "More" section of the invoice grid and select "Payments"

A box will appear showing the payment history for this invoice. The left side will show the payments made to you from the client. The right side will show the payments that you have marked as received.

How-To: Record Payments Received in Umbrava

Now that you know the payment was sent by the client, please see the steps below showing how you can record the payment as received.

Step 1: Click Record Payment (Any location that it appears)

Important to Remember: Unless the payment is recorded by the vendor, the "My Records" side of Umbrava will always be $0. You will need to update this information if you would like to utilize this field for your reference

Step 2: Fill in the required and optional information and hit "Record"

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