Navigating the Invoicing Dashboard

Invoicing Dashboard Layout

Received Orders and their corresponding Work Orders appear on the Invoicing Dashboard under "Active Parts" as soon as they are created.

Completed invoices from the past 30 days appear in the "Invoices (last 30 days)" column. In this column, you can view the invoice, email it to a customer, check to see if it's been recorded in accounting software, and void the invoice.

Searching and Filtering Active Parts

You can find any active Received Order or Work order, regardless of status, in the Invoicing Dashboard. Invoices may be generated for any parts, regardless of whether they are ready to be invoiced or not. See Creating Invoices.

You can use the search bar or filter results by their Invoicing status (Fully Invoiced, Ready to Invoice, Partially Invoiced, Not Invoiced, and Completed).

Viewing Completed Invoices from the Invoicing Dashboard

Steelhead keeps records of all past invoices in case they are needed later on. To view these, click the "View All Invoices" button on the top right of the screen. From this page, you can search for invoices by ID, Date, and other criteria.