Manage your invoices more efficiently with Your Invoices

Streamline invoice management with enhanced filtering, bulk actions, and customizable views.

10 December 2025

Your Invoices

Keeping track of invoices, payments, and credit memos across multiple business groups can be time-consuming. That's why we've enhanced the Your Invoices for Pay by Invoice page with new features designed to give you better visibility and control over your transactions—all while maintaining the simple navigation you're already familiar with.

How to access Your Invoices for Pay by Invoice

Hover over your name in the top navigation
Click Business Settings
Select Your Invoices for Pay by Invoice

What's new on the enhanced page

We've added several capabilities to help you manage invoices more effectively:

Group level viewing – Switch between business groups and view relevant transactions
Advanced filtering options – Search by date range, status, and group
Customizable table views – Display only the details that matter to you
Bulk transaction actions – Process multiple invoices at once
Account statement generation – Create comprehensive reports on demand
Self-service payment allocation – Review and adjust payment applications independently

Key features explained

Filtering transactions: Expand the date range, status, and group filters above the transaction table to find specific invoices. You must select at least one date range and status type for transactions to display.

Customizing your view: Click Customize Table to select which details appear from three categories: Invoices, Payments, and Credit Memos. Choose the information most relevant to your workflow.

Taking action: Click the three-dot menu next to any transaction to pay, apply, or download. Select multiple transactions to perform bulk actions and save time.

Reviewing payment allocations: Look for "Review by Date" next to transactions. Use the status filter to select Review Allocation under payments, then follow the guided tool to confirm or adjust allocations.