Manage Invoices

Follow these steps to view, track, and resend an invoice.
  1. Open the Visa Invoicing add-in in your Microsoft Outlook desktop application.
  2. Click the
    Dashboard
     tab.
    Use the (sort) button to organize the list by invoice number, due date, or status.
    Dashboard
    Tracking and Billing Information
    Description
    Invoice no.
    The unique invoice number used to identify and track and an individual invoice.
    Amount
    The billed amount in the invoice.
    Due date
    The date by which the billed amount is owed.
    Status
    Indicates whether the invoice has been paid.
    Possible values:
    • OVERDUE: The invoice is not paid, and the due date is passed.
    • PAID: The invoice is paid.
    • UNPAID: The invoice has not been paid.
  3. Click the invoice number of the invoice you want to view.
    The Invoice page opens.
  4. If the invoice is unpaid or overdue, you can resend it. Click
    Insert invoice link
    .
    An invoice payment link is inserted into the email message body.
  5. Send the email message with the invoice link included in the message body.