This article applies to agency company admins and accountants
Step 1: Click on the first bubble after the Box Truck
Step 2: Select Smart Invoice
Step 3: Click on Service Provider View
Step 4: Click on Agency Smart Invoicing
Step 5: Click the Filter + to open the filter drop-down
Step 6: Click Apply All once your selections have been made
Note: Using filters like invoice status or case type will make working with this queue more efficient.
Export - This will export the invoice queue to a CSV file
Print - This will bulk print your invoices to PDFs
Action Gears - This will take you to the case to view the actual invoice
Note: Once invoices are submitted, the row will turn green. Invoices in a draft status will show grey.
When you select multiple rows at a time, you will see an Update Fees button and also an Expand button.
Update Fees - Will allow you to update multiple fees at a time
Expand - This will open up more information about the invoice at a glance
