How to View Client Invoices and Payments

How to View Client Invoices and Payments

View Client > Invoices Tab

After logging into the WorkCeo web application, look for the “Money” tab on the left-hand column of the webpage. Hover over the “Money” tab to reveal further links for “Invoices”, “Contracts”, “Expenses” and “Payments”.


Click on the “Invoices” tab to reveal all the invoices of all the clients as shown below. 


More details about the invoice can be seen by clicking on any of the clients’ invoice code in the list as shown below.


This will open the invoice with total amount and other necessary details. There are also payment options available in the end.

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View Client > Payments Tab

Click on the “Payments” tab to reveal the payments of all the clients as shown below. The payment status for each client is also visible under the “Status” column in the “Pymnets” page.


More details about the job can be seen by clicking on any of the clients’ job name in the list as shown below.




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