Revenue Reports: How to View Invoices and Custom Invoices

Introduction

eDirectory's Revenue Reports provide site managers with comprehensive tools to manage financial transactions. This feature enables you to view and access invoices, including custom invoices, associated with sponsor purchases, such as classified listings or event registrations.

Accessing Invoices:

1. Log in as Site Manager: Begin by logging into your eDirectory admin dashboard.
2. Navigate to Revenue Reports: In the left-hand navigation menu, select "Activities," then "Revenue Report," and finally, click on "Invoices."

3. Select Account: Choose the specific account for which you need to view the invoice.
4. View or Delete Invoice: Immediately to the right of the account listing, you will find options to "View" the invoice or "Delete" it if necessary.

Accessing Custom Invoices:

• On the same "Invoices" page, locate and click on the "Custom invoices" tab. This will display any custom invoices associated with the selected account.

Key Features:

• Comprehensive Transaction Overview: View all purchased items and their corresponding invoices.
• Account-Specific Invoices: Easily access invoices related to individual sponsor accounts.
• Custom Invoice Access: View and manage custom invoices created for specific transactions.
• Invoice Management: Option to delete invoices, if needed.

Conclusion

eDirectory's Revenue Reports simplify the management of financial transactions by providing easy access to invoices and custom invoices. This functionality ensures that site managers have a clear overview of sponsor purchases and can efficiently manage their revenue.