My Account - Invoices

To open the My Account - Invoices screen, click the Menu icon from anywhere within the application and select My Account> Invoices from the drop down list.
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Search for an Invoice on the Home screen of the application.

The My Account - Invoices screen displays your paid and outstanding invoices:

Invoices from IR (Integrated Rental) transactions will share the same invoice number between them.

You can also perform these actions:

Action Steps
To search for a specific invoice or PO Number

Enter the desired Invoice Number or PO Number in the field provided, then click Search.

The screen refreshes, displaying the results.
To perform an advanced search

Click the icon next to the Search field to display additional search criteria, then enter the desired criteria and click Search.

The screen refreshes, displaying the results.
To view, email, or download a PDF of an invoice

Select the icon to display the invoice options menu:

View—opens the invoice as a PDF for review.

Email—opens the Email to dialog box. Enter an email address to send the invoice in PDF format to that address.

Download—downloads the invoice onto your device in PDF format.

To make a Lump Payment to any outstanding invoices

An email message is automatically sent with the receipt for the payment. The email is sent to the customer's primary contact. If a secondary contact made the payment, the email is sent to both the primary and secondary contacts. A copy of the receipt is also sent to the dealer contact and any dealer CC contacts.

The email addresses are configured in IntelliDealer: 

  • The customer contact information is configured in on the Customer Profile.

  • The dealer contact information is configured in IntelliDealer at: Administration > My Dealer Settings > System, on the Location tab.
To Pay a selected outstanding invoice

Select the Pay Selected button and enter the amount to be applied to the invoice.

An email message is automatically sent with the receipt for the payment.

To view a Tax Summary of all the invoices currently displayed in the search results

Click the Tax Summary button.
The screen expands to display the tax totals for all invoices currently listed on the screen.