How Do I View an Invoice's Download and Audit Log?

Every invoice row on the Invoice Dashboard has its own Actions menu, separate from the List Actions bulk menu. Two of that row menu's options are Download Invoice and Invoice Log.

When Would You Use This?

• A member asks for a copy of a specific invoice — Download Invoice gives a PDF.
• You need to know exactly what happened to one invoice — Invoice Log.

How to Get There

1. Go to Balances > Invoice Dashboard.
2. Find the invoice and click Actions on its row.

Downloading an Invoice

1. Click Download Invoice.
2. Browser downloads a PDF (named like "Invoice_[number].pdf").
3. Same document the member sees; useful for sharing, printing, offline copy.

Viewing an Invoice's Log

1. Click Invoice Log.
2. The log lists a dated entry for each event (e.g. "[Invoice Name] invoice was created for Property [Address]"), attributed to who/what created it (staff/admin user, or "Invoice Scheduler" if automatic) with a timestamp.
3. Click Close to return to the Invoice Dashboard.

Good to Know

• Invoice Log is read-only.
• An automatically created invoice shows "Invoice Scheduler" as the actor — expected, not an error.

Note: Downloading an invoice does not send anything to the member or change the invoice's status — it only saves a copy to your own device.