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How to Manage and View Your Client's Invoices
How to Manage and View Your Client's Invoices

If you have a client that uses Coconut’s invoicing feature, you can see the list of invoices they’ve raised through the Accountant Platform.

Updated over 2 years ago

As Coconut works on a cash basis, the invoices do not count towards the totals in the bookkeeping tab.

In the invoices tab, you can have visibility of invoices issued, due and paid so you can support your client. Click on an invoice to download it.

You can also export the details to CSV in case you want to create your own reports or make accrual adjustments.

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