Exporting & Downloading Invoices

Searching and Filtering Invoices

Users can easily search for invoices or payments in Self Service

• Input the invoice or payment number in the search bar

The search function is  available on the following pages
Open Invoices
Closed Invoices
Payments

Filtering

• Users can filter invoices date by doing the following 

• To Search of the invoice date, select the filter icon next to the search bar

• Here we can filter off by the following:

• Click "Save" to apply the changes

Exporting Invoices to Excel

• Select one or more invoices or payments

• Click the "Export" button to export the selected to excel

You can export out of the following pages:
Open Invoices
Closed Invoices
Payments 

Downloading Files

• To download files, select an invoice or select multiple invoices then click download

Notes on Documents

Customers are unable to delete documents uploaded from Anytime Collect

The max file size cannot exceed over 25 MB

 The following are file extensions the portal supports:

.csv, .doc, .docx, .gif, .jpeg, .jpg, .pdf, .png, .tif,.tiff, .txt, .xls, .xlsx, .zip