Navigate to Invoices from the Revenue page by selecting the Invoices tab.

The Invoices table displays all of your generated invoices and the details contained in the invoice. It headers include valuation, fees, and whether the fees were custodian billed or directly billed. 

Use Table Features to manipulate this view. Selecting the billing group name will direct you to the billing group details page. 

To view an invoice, select the Invoice Date for the invoice you'd like to review. 

To search for a specific client invoice, type the client name in the search bar.

To download a PDF of an invoice, click the Download icon or select the Export button. You can also download multiple invoices by selecting each invoice you'd like to download → Actions → Download Selected Invoices

Note: You can update what is reflected on your client invoices at any time. Navigate to Invoice Settings to learn more.