How to Navigate the Invoices Tab

How to Navigate the Invoices Tab in an Account

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Discover how to efficiently navigate the Invoices Tab in an Account in ARC.

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1. Invoices in an Account

The Invoices tab is where the invoices generated and sent to your client can be viewed. It is where you can see whether a client’s payments are up to date and, if not, see what invoices are still outstanding. Invoices in an Account

2. Click "Accounts"

In ARC click on the Accounts tab on the left hand side. Click 'Accounts'

3. Click "Accounts"

Navigate to the "Accounts" section Click 'Accounts'

4. Click on Account Name

Search for the account using the search field and click on the Account Name to select. Click on Account Name

5. Click "Invoices"

Click on the Invoices tab. Click 'Invoices'

6. View Invoices

This will show all invoices, what issue the invoice was for, the total cost and any outstanding balances under Total Due. View Invoices

7. View Invoices

Invoice numbers are a combination of the year and month the invoice is for and the agreement number preceded by zeros to make it 8 digits long. View Invoices

8. Invoice Details

Click on the invoice for more details. Here you will see the ad size, magazines the ad ran in, the amount the client was charged and if there is a balance due. If the invoice has been paid, it will show $0.00 under Amount Due. Invoice Details

9. Download or Email PDF

You can download a PDF file of the invoice here as well as email it to the client. The email will be sent to the primary and billing contacts on the account. Download or Email PDF This guide covered navigating the Invoices tab in an account in ARC.