Invoices

eRocks provides several ways to search for and view invoices and filter the invoice list. Users can download and view:

• A single invoice as a PDF (Opens a new tab)

• Multiple invoice PDFs (Opens a new tab)

• An Invoice Report as a PDF or Excel/CSV spreadsheet (Opens a new tab)

• Email a single invoice (PDF) (Opens a new tab)

• Email multiple invoices (PDF) (Opens a new tab)

 

 

See also

• Search and Filter Documents (Opens a new tab)

 

To access invoices:

1. Click the "Invoices" tile on the dashboard to view current open invoices

   

    

2. Wait for the "Account Summary" page to display

3. Hover over "Documents" in the menu bar to search all invoice history

4. Select "Invoices"

   

    

5. Wait for the "Invoice" page to display

    

   NOTE: Remove filters if no invoices display. All of your companies invoices will display.

   

    

6. Scroll through the list or search and filter invocies