Managing Invoices

The Invoice List in Gnosis Business helps Payors easily manage invoices — with filters, search, and quick access to payment details and history

Invoices appear in your Gnosis Business dashboard under statuses:

• Pending Information → Invoice link created and waiting for Biller to submit invoice details

• Unpaid → Awaiting payment

• Overdue → Past due date

• Paid → Completed

What you can do:

Filter and Search

• Quickly find invoices by filtering for currency, issue date, or due date — or search by invoice number.

View Invoice Details

• Click any invoice line to open a side panel with full transaction info, payment status, internal details, and activity history.

Edit Invoice Internal details

• Add or update internal notes, link the invoice to an account, and manage tags for easier tracking and reporting.

Track Invoice Activity Log

• Track the full history of each invoice — from creation to submission and payment.

Download Invoice

• Download the invoice in PDF format for easy sharing or record-keeping.

Delete invoices

• Remove any invoice that has not yet been paid