View Invoice

Q1. Where can I view a created invoice?

• A new bill will show up in Active Invoices.

• Click on an invoice to see its details.

Q2. Can I search for invoices by customer name or invoice number?

• Yes. Under Invoices, you can enter the customer name or invoice number in the Search Bar. Juan will automatically filter out the relevant transactions for you.

Q3. Can I print or download a copy of the invoice for my records?

• Yes, you can download an invoice PDF. Refer to Invoice Downloads for more information.​

Q4. Is there a way to track the status of the invoice, such as if it's been sent or viewed by the recipient?

• Juan does not currently support read receipts for invoices sent out by email.

Q5. Do invoices in Juan include audit information?

• Yes. Invoices in Juan include built-in audit details to help you track changes and actions.

• You can view the following fields:

  • Created By – Shows who created the invoice

  • Last Updated By – Shows who last edited the invoice

  • Submitted By – Displays who submitted the invoice for approval (if applicable)

  • Approved By – Displays who approved the invoice (if applicable)

• Click Show More under Invoice Details to reveal these fields.

• You can also view the Activity Log, which provides a chronological record of actions taken on the invoice, such as:

  • Creation

  • Edits and updates

  • Status changes

  • Approval actions

  • Payments applied

• The Activity Log helps ensure transparency and traceability for all invoice-related actions.

Q6. How can I view the ledger entry of an invoice?

• Open the invoice, click the three-dot icon, and select See Ledger to view the journal entry created by the invoice.

Q7. Where can I find the exchange rate for an invoice with non-base currency?

• To find the exchange rate for an invoice with non-base currency:

  • Hover on the currency ISO to show the exchange rate used for the invoice, relative to the base currency.

  • The exchange rate information will show the amount in the base currency, alongside the exchange rate information used.

Q8. What happens if the exchange rate changes after I have viewed the invoice?

• Any changes in exchange rates on an organizational level will not affect existing invoices that have already been created. Hence, existing invoices will not be affected.

• However, if you change the exchange rate of an existing transaction by editing the transaction directly, this will be reflected in the invoice the next time you view it.

Q9. What is the lifecycle of an invoice? What different states or stages does it go through?