This article is part of the Invoices section.

Introduction

The Blockworx Web Portal includes an Invoice History area. When you use Blockworx to submit an invoice to a property management company you are linked with, it will be received by them but is awaiting their authorisation, or acceptance. Once they have accepted an invoice, they will process it for payment. In the Invoice History area you will be able to view information on invoices the property management company have received, ones they have already accepted and ones they have submitted payment to you for. It can act like an audit trail for all invoices you have submitted to the property management companies you are linked with on Blockworx.

This article will guide you through the process of accessing your Invoice History List, the different statuses and using the built-in sort functionality.

The Invoice History information can only be accessed on the Blockworx Web Portal and not on the App.

Only administrators and other users who have been granted a permission will be able to view the Invoice History.

Accessing Your Invoice History

1. You will be taken to the Invoice History screen.
   
   
2. All property management companies you are linked with will appear on this screen along with the total amounts for all invoices you have submitted for each company.
   
   
   
   

Exploring Your Invoice History

1. If you click on a property management company label, Blockworx will expand that section to show the invoice history for that company.
   
   
2. Information for each individual invoice you have submitted will be listed under the columns for:
   
1. Property
   
2. Status
   
3. Invoice Number
   
4. Invoice Date
   
5. Goods
   
6. VAT
   
7. Total
   
   
3. You can click on the various column headers to organise your invoices information by that column.
   
   
   
   
4. When viewing the invoices for an individual company, you may need to click on the Load More option at the bottom of the list for that company to  be able to see the full list of invoices submitted.
   
   
5. As soon as you have submitted an invoice it will appear in your invoice history and then be marked with a different status depending on which stage of the property management company's process it has reached.
1. It will be marked as Submitted  when you’ve first submitted your invoice through Blockworx.
   
   
2. This will quickly be updated to Received  when an invoice has been received into the property management company's system.
   
   
3. When an invoice has been reviewed and accepted by the property management company and passed through for payment it will be updated to Invoice Accepted.
   
   
4. When the property management company has processed an invoice for payment it will be updated to an Invoice Paid  status.
   
   
1. If you want to view invoices you have already received payment for, click on the Show Paid Invoices tick box.
   
   
6. You can click on the Actions button against each invoice if you want to download the invoice you have submitted.
   
   
7. To contract the list for an individual property management company, click on the name of the company again.
   
   
8. If you have had the screen open for a while you might want to click on the refresh option in the top-right corner of the screen to make sure that you are looking at the most up to date information.
   
   

Using the Jobs Screen to View Different Invoice Statuses

1. Near the top of the Jobs  screen, tick the Show Actioned box.
   
   There are a number of different statuses which could be against the jobs in this screen which could also be useful for tracking the status of your invoice:
   
   
1. Job Received will be the status against jobs which have just come through to you and you haven’t submitted invoices for yet.
   
   
2. Invoice Submitted is when you’ve submitted the invoice through Blockworx against the job.
   
   
3. Invoice Queried will appear when the property management company have queried an invoice you’ve sent through for you to submit a replacement invoice or let them know why you believe it to be correct and resubmit your original invoice.
   
   
4. Invoice Accepted will appear against a job when the invoice has been reviewed and accepted by the property management company and passed through for payment.
   
   
5. Invoice Paid is when the property management company have processed the payment of the invoice.
   
   
6. Job Cancelled is when the property management company have chosen to cancel a job which has already been sent through.
   
   
2. Along with ticking the Show Actioned option in the Jobs screen, you can also use the Search box to find jobs with a particular status.
   
   
3. In the example below, with Show Actioned ticked, the word Paid has been typed into the search box and the return key has been pressed on the keyboard to allow only jobs with a status of Invoice Paid to be listed.
   
   
   
   
   
4. You could also enter the words submitted or accepted to search for jobs where the invoices have been submitted or accepted.