In the Insite Financials module, the Invoices feature enables you to view Invoices for your Site.
How to view Invoice details
1. From any Insite page, select the Financials module in the Main Navigation bar, and then select the Invoices feature from the sub-menu. The Invoices landing page will open enabling you to navigate through all Invoice functions.
2. If necessary, click the Site Picker at the top of the page to edit the Client, Site, or Program.
Note: Currently, selecting Program does not change the data displayed.
3. If necessary, click the blue Date Picker, and select a date range for your view of Invoice information.
- Click to select date ranges of 1 Month, 3 Months, 6 Months, or 1 Year, or apply a specific date range.
Note: The Date Picker filters invoices by Invoice Date, not Service Month.
4. From the table, select the row of an Invoice to view the Billing details for the specific month.
Figure 1. Invoice table
Invoice details appear as shown:
Figure 2. Invoice details