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Invoice

Document Metadata
Category: Customer Portal / Invoice & Billing Documents
Audience: Administrators, Finance & Billing Staff, Customer Support Team
Difficulty: Beginner to Intermediate
Time Required: Approximately 15–20 minutes
Prerequisites: Active ConnexCS Customer Portal account with permission to view and download invoices
Related Topics: Customer Portal – Dashboard Overview, Customer Portal – DID Purchase
Next Steps: After reviewing the invoice guide, verify that all recent invoices are complete and accurate, download copies for your accounting records, reconcile line items with service usage, and schedule monthly reviews of billing statements to catch any discrepancies early.

Overview

The Invoice module provides a comprehensive and user-friendly interface for managing billing records, enabling users to efficiently view, filter, and download invoices while maintaining full visibility into account charges.

Invoice List View

The main screen displays a tabular list of invoices with the following columns:

Column Description
Invoice ID Unique identifier for each invoice
Name Account or customer name associated with the invoice
Invoice Date Date when the invoice was generated
Total Total invoice amount (e.g., USD)
Paid Payment status (Paid / Unpaid / Pending)
Action Available actions for each invoice

Available Actions

Each invoice provides the following actions:

  • View Invoice Opens the invoice in a web view for quick review.

  • Download as PDF Downloads a copy of the invoice for offline access, sharing, or record-keeping.

Search & Filtering

The invoice table includes tools to quickly locate specific invoices:

  • Search Bar (Top Right) Allows keyword-based search (e.g., Invoice ID, Name).

  • Column Filters Each column supports filtering to refine results.

  • Sorting Columns can be sorted to organize data (e.g., by date or amount).

Column Customization (Pivot Mode)

The portal provides a Pivot Mode / Column Selector panel:

  • Toggle columns on/off using checkboxes
  • Customize visible data based on user preference
  • Rearrange columns for better analysis

Typical Use Cases

  • Reviewing billing history
  • Downloading invoices for accounting
  • Tracking unpaid invoices
  • Verifying charges and usage