Invoices

Invoices#

This section guides you through accessing and managing your invoices and payment history in the TOL Login System.

Overview#

The Invoices section allows you to view and manage your billing information, displaying all invoices in an organized table format for easy tracking of payments and outstanding balances.

Step 1: Locate Invoices in Navigation#

Find and click the Invoices option in the left navigation menu.

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Fig. 26 Invoices location in the navigation menu#

Action Complete

You have successfully navigated to the Invoices section.

Invoices Dashboard#

The main Invoices page displays a comprehensive list of all your invoices and their current status.

Step 2: Understanding the Invoices Table#

The invoice information is organized in a detailed table format with essential billing information.

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Fig. 27 Invoices table column structure#

Table Columns#

The invoices table includes the following key information:

  • Invoice # - Unique identifier for each invoice

  • Date - Invoice date

  • Amount - Total invoice amount

  • Paid - Amount already paid

  • Outstanding - Remaining balance to pay

  • Days Outstanding/Overdue - Number of days the invoice has been outstanding or overdue

Filtering Invoice Display#

The Invoices section provides filtering options to help you locate specific invoices quickly.

Step 3: Access Filter Options#

Click on the filter dropdown to view available filtering options.

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Fig. 28 Filter dropdown location#

Step 4: Select Filter Criteria#

Choose from various filter options to refine your invoice display.

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Fig. 29 Expanded filter options#

Available Filter Options#

You can refine your invoice display using the following filter options:

  • Outstanding

  • Paid

  • Overdue

  • All

Step 5: Apply Filters#

After selecting your filter criteria, click the UPDATE button to apply the filters.

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Fig. 30 UPDATE button location#

Note

The UPDATE button refreshes the invoice list based on your selected filters. You can modify filters and update again as needed.

Payment Information#

Note

The current system displays all invoices in one view. Use the filter dropdown to switch between Outstanding, Paid, Overdue, or All invoices. A separate payment history page is not available in the current production system.

Viewing Invoice Information#

The current system displays invoice information in the table view only.

Available Actions#

From the Invoices section, you can:

  • View the list of all invoices

  • Filter to show Outstanding, Paid, Overdue, or All invoices

  • See invoice numbers, dates, amounts, and payment status