Invoices report
SECURITY Client Portal Manager or Taskfire Administrator security level
NAVIGATION 
> Reports > Invoices
About the Invoices report
The Invoices report shows all invoices our organization Your Client Portal instance may be configured to use one fo the following terms instead: Account, Business Unit, Client, Company, Customer, Site. has generated for you in Autotask that match your report criteria.
NOTE Not all service providers generate invoices in Autotask that can be accessed in the Client Portal A branded web portal through which you and your service providers can collaborate on tickets and projects.. If you have the required security level but cannot find any invoices in your Portal, check with your service provider. They may generate invoices in QuickBooks or another system.
Client Portal Managers and Taskfire An extension of the Client Portal that lets you manage your own internal help desk. Administrators can print and export the table, and open individual invoices.
Open an invoice
To open an invoice in HTML format, click on a row on the Invoice An itemized statement of goods and services with their prices and the terms of sale. report. At the top of the page, you'll see a row of buttons that allow you to do the following:
- Click Print to open the print dialog.
- Click Generate PDF to open a PDF version. You can open and view this file, or save it to your PC.
- Click Process Payment to open the Make a Payment window to pay this invoice. Refer to Making a payment on an invoice.