1. Select the applicable entity from the list of Entities
![](/wp-content/uploads/2022/08/1-18.png)
2. Navigate to Billing Module
![](/wp-content/uploads/2022/09/1-20.png)
3. Click on Source to select the applicable entity or user(individual)
![](/wp-content/uploads/2022/09/2-11.png)
4. You can view all the invoices generated against the Entity/User (Individual)
![](/wp-content/uploads/2022/09/3-11.png)
How to download an Invoice?
1. Users can view the Invoice details, by navigating to the Actions Button
![](/wp-content/uploads/2022/09/4-9.png)
2. Proceed to “Show Details”
![](/wp-content/uploads/2022/09/5-7.png)
Result:
![](/wp-content/uploads/2022/09/6-6.png)
3. Users can view the expanded concise content of the invoice by using the drop-down expansion button
![](/wp-content/uploads/2022/09/7-5.png)
4. Users can download the Invoice in Portable Document Format(.pdf) using the Download Invoice PDF button
![](/wp-content/uploads/2022/09/8-5.png)
User may choose to intimate the Professional regarding the payment of the Invoice Amount due and the said Invoice will be marked Paid by the said Professional after due – verification.
How to view Invoices issued during a specified period (For Example July 2022)
- Select the applicable entity from the list of Entities in the Entities Dashboard
![](/wp-content/uploads/2022/08/1-18.png)
2. Navigate to Billing Module
![](/wp-content/uploads/2022/09/1-20.png)
3. The calendar embedded in the billing module allows you to sort the invoice issued during a specified period
![](/wp-content/uploads/2022/09/image-14.png)
4. To navigate between months within a specified year use the forward and backward action arrows
![](/wp-content/uploads/2022/09/1-21.png)
5. To Navigate between years, use the forward and backward dual action arrows
![](/wp-content/uploads/2022/09/1-22.png)
6. For Example: To sort all the invoices issued in July
a. Select the date 1st of July 2022
![](/wp-content/uploads/2022/09/image-15.png)
b. Move the cursor across the calendar to the end of the month and click on the 31st of July 2022 to enable the sort criteria
![](/wp-content/uploads/2022/09/image-16.png)
c. To Remove the sort criteria. Click on the Close button next to the 31st of July 2022.
![](/wp-content/uploads/2022/09/image-18.png)
7. Result
![](/wp-content/uploads/2022/09/image-19.png)