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See all invoices for a specific client.
1

Open Workspace CRM

Click CRM in the sidebar.
2

Select the Client

Click the client in the list.
3

Go to Billing Tab

Click the Billing tab.
4

View History

See all invoices:
  • Invoice number
  • Date
  • Amount
  • Status

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Invoice List

Each invoice shows:
  • Invoice ID
  • Service name
  • Amount
  • Status (open/paid/refunded)
  • Date created

​
Actions

From the list:
  • View details
  • Copy payment link
  • Download PDF
  • Refund

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Tips

  • Review regularly
  • Track payment patterns
  • Follow up on open invoices
  • Keep records

Workspace Overview

Learn more

White Label Setup

Learn more