How do I view an invoice?

Need to check what a customer was charged or update a due date? XSite makes it easy to pull up any invoice, make edits if needed, and save or print for your records.

Viewing an Invoice in XSiteIO

1. From the side menu, go to ‘Price Book’, then select ‘Accounts’ > ‘Invoices’.
2. Use the ‘Sites’ dropdown to choose your store location.
3. Select the customer next to the site dropdown. A list of their invoices will appear.
4. In the ‘Invoice #’ column, click the blue invoice number to open it.
5. On the invoice page, you can:
   • Edit the Past Due Amount.
   • Apply or adjust a Discount.
   • Add Interest on Past Due, if needed.
   • Set or update the Due Date.
6. When you’re done, click ‘Save’ or ‘Print’ at the top of the page.

Viewing an Invoice in XSite Classic

1. From the side menu, go to ‘Accounts’, then click ‘Invoices’.
2. Choose your store location from the dropdown.
3. Select the customer to view their list of invoices.
4. Click the blue Invoice # to open the invoice.
5. On the invoice page, you can:
   • Edit the Past Due Amount.
   • Apply a Discount.
   • Add Interest on Past Due, if needed.
   • Set or update the Due Date.
6. Use the icons at the top to save or print the invoice.