Company admins and staff can access and manage the client invoice directly from within the order. The client invoice shows the fees billed to the client, and from the invoice page, you can record payments, add comments, and edit invoice dates.
Please click on the link below to log in to ValueLink Connect: https://app.connectvl.com/#/signin
Open the relevant order. On the order, click Actions in the top-right corner of the page and select View Client Invoice from the Invoices section at the bottom of the menu.
The client invoice page will open with a full billing breakdown. The invoice includes Invoice From/To details, invoice number, date, due date, status, order details, and a product and fee breakdown. The invoice status is shown in red as UNPAID until a payment is recorded.
From the ACTION dropdown on the invoice page, you can:
- Add Comment: add a comment or special instructions to the invoice, using a pre-written common response or typing a custom message
- Edit Dates: update the Invoice Date and Invoice Due Date
- Receive Payment: record a payment received against the invoice, including payment method, amount, date, and any additional notes
Click PDF to download the invoice. Click Return to Order to go back to the order.
This is how you can view and manage the client invoice in Connect. Keeping invoice dates updated and recording payments promptly helps maintain accurate billing records and makes it easy to track outstanding balances across orders.
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