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Billing Invoices

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Lindsey Long

11 Feb, 2016 04:46 PM

This question is in regards to our billing invoices. I know that John Hurley currently gets the emails for the receipts but I need to access the invoices to enter into our expense system and when I go to the invoice section, I click on the invoice number and nothing happens. Is this something that can be fixed? I've had another co-worker try to access the invoices as well and they are having the same problem.

Thanks,
Lindsey

1. 1 Posted by Drew Songer on 11 Feb, 2016 07:03 PM

   

   What kind of granularity do you require for your expenses?

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2. 2 Posted by Lindsey Long on 11 Feb, 2016 07:12 PM

   

   Hi Drew, I just need to see what is charged on the Amex that we have on file. Nothing specific just the total amount.

   Lindsey Long
   Office Manager

   Office | 877.336.3453 ext. 735
    <https://www.linkedin.com/pub/lindsey-long/107/9b5/80b>
   www.smartfile.com <http://t.sidekickopen03.com/e1t/c/5/f18dQhb0S7lC8dDMPbW2n0x6l2B9nMJW7t5XX48p_3s2W2z96kC5vMHw4VRrZFz56dPZjdYDcR-02?si=4789120719650816&pi=912223AE-55D0-4AA5-9ABE-68F744E1F1BA&t=http%3A%2F%2Fwww%2Esmartfile%2Ecom>

   • Edit

3. 3 Posted by Drew Songer on 11 Feb, 2016 07:21 PM

   

   Hi Lindsey,

   All of the charges that you see under Invoice History have been on the Amex card. Those are the totals. If there is something else you are looking for, I will need a little clarification.

   Best,
   Drew

   • Edit

4. 4 Posted by Lindsey Long on 11 Feb, 2016 07:40 PM

   

   I need to be able to open each individually to print the invoice for each month. Like we can for customer invoices. I’m not looking for something specific added just that I can actually click on each individual invoice.

   Or, if you can add an email to send the receipts to that would be just as good. If you can also send them to [email blocked] that will work.

   Thanks

   Lindsey Long
   Office Manager

   Office | 877.336.3453 ext. 735
    <https://www.linkedin.com/pub/lindsey-long/107/9b5/80b>
   www.smartfile.com <http://t.sidekickopen03.com/e1t/c/5/f18dQhb0S7lC8dDMPbW2n0x6l2B9nMJW7t5XX48p_3s2W2z96kC5vMHw4VRrZFz56dPZjdYDcR-02?si=4789120719650816&pi=912223AE-55D0-4AA5-9ABE-68F744E1F1BA&t=http%3A%2F%2Fwww%2Esmartfile%2Ecom>

   • Edit

5. 5 Posted by Drew Songer on 11 Feb, 2016 09:46 PM

   

   Ok I sent all recent invoices and the invoices from 2015 to [email blocked] If you need anything else just let me know.

   • Edit

6. 6 Posted by Lindsey Long on 11 Feb, 2016 10:12 PM

   

   Thanks Drew, will this be on going?

   Lindsey Long
   Office Manager

   Office | 877.336.3453 ext. 735
    <https://www.linkedin.com/pub/lindsey-long/107/9b5/80b>
   www.smartfile.com <http://t.sidekickopen03.com/e1t/c/5/f18dQhb0S7lC8dDMPbW2n0x6l2B9nMJW7t5XX48p_3s2W2z96kC5vMHw4VRrZFz56dPZjdYDcR-02?si=4789120719650816&pi=912223AE-55D0-4AA5-9ABE-68F744E1F1BA&t=http%3A%2F%2Fwww%2Esmartfile%2Ecom>

   • Edit

7. 7 Posted by Drew Songer on 12 Feb, 2016 02:36 PM

   

   Hi Lindsey,

   I had planned to change the email on file back to John's, but I could leave it as [email blocked]. In this case you will continue to receive invoice emails, but you will also receive all emails regarding the the status of your account ( i.e. if the card is declined, if there is a refund/ void for some reason, etc. ). if that is ok with John, I can leave it the way it currently is.

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8. 8 Posted by Lindsey Long on 12 Feb, 2016 02:54 PM

   

   I don’t want to receive all of those and now that I know those are tied together it explains why John could over look these. Is there anyway to make the invoice section accessible to print from the UI so I can just access these individually myself? Can you make the invoices a clickable link?

   Lindsey Long
   Office Manager

   Office | 877.336.3453 ext. 735
    <https://www.linkedin.com/pub/lindsey-long/107/9b5/80b>
   www.smartfile.com <http://t.sidekickopen03.com/e1t/c/5/f18dQhb0S7lC8dDMPbW2n0x6l2B9nMJW7t5XX48p_3s2W2z96kC5vMHw4VRrZFz56dPZjdYDcR-02?si=4789120719650816&pi=912223AE-55D0-4AA5-9ABE-68F744E1F1BA&t=http%3A%2F%2Fwww%2Esmartfile%2Ecom>

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9. 9 Posted by Drew Songer on 12 Feb, 2016 03:11 PM

   

   I will have to discuss that with our developer to determine what is possible. I'll get back to you as soon as possible.

   Just to clarify, the emails John receives on pertain to the bills for our service. This does not include any of your customers' invoices, declines, refunds, etc. Seeing as you have always been in good standing, The only emails he typically receives are the invoices. The only other common time you would be emailed is if there is a problem with your Amex on file, which hasn't happened thus far.

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10. 10 Posted by Lindsey Long on 12 Feb, 2016 03:13 PM

    

    Oh ok, I thought you were referring to the customer declines or cancels….things like that. Anything that has to do with the AMEX on file can be sent to the [email blocked]. We are good with that. Sorry for the confusion.

    Thanks,
    Lindsey Long
    Office Manager

    Office | 877.336.3453 ext. 735
     <https://www.linkedin.com/pub/lindsey-long/107/9b5/80b>
    www.smartfile.com <http://t.sidekickopen03.com/e1t/c/5/f18dQhb0S7lC8dDMPbW2n0x6l2B9nMJW7t5XX48p_3s2W2z96kC5vMHw4VRrZFz56dPZjdYDcR-02?si=4789120719650816&pi=912223AE-55D0-4AA5-9ABE-68F744E1F1BA&t=http%3A%2F%2Fwww%2Esmartfile%2Ecom>

    • Edit

11. Drew Songer closed this discussion on 15 Feb, 2016 02:40 PM.