How to Find Invoices in a Case on FinView

Introduction:

Managing debt collection efficiently requires quick access to specific documents, such as invoices within a case. This quick guide will guide you through the steps to locate invoices for a particular debt collection case in FinView.

Step-by-Step Process to Find Invoices:

• Log In and Navigate to Cases:
• Start by logging into your FinView account.
• Navigate to the 'Cases' section from the main menu bar or use the search bar on top of the home page.
• Search for the Specific Case:
• Search for your case by entering relevant details such as the case number, debtor’s name, or other identifiers.
• Once you find the case, click to open its detailed view.
• Accessing Initial Invoice Details:
• In the case overview, look for the case status box.
• Click on the three white dots (or a similar icon for more options) located in the right corner of the box.
• From the drop-down menu, select ‘Initial Invoice.’ This action will display the initial details of all invoices linked to this case.
• Reviewing Detailed Invoice Information:
• For each listed invoice, you’ll see an ‘orange eye’ icon or a similar symbol next to the invoice number.
• Click on this icon to open a detailed view of the invoice. Here you can review comprehensive information about the invoice, such as the itemized charges, dates, amounts, and any notes or additional details.
• Navigating Through Multiple Invoices:
• If there are multiple invoices under one case, as often happens, you can navigate through them using the provided arrows or navigation tools within the invoice view.
• Additional Actions:
• Depending on your requirements and permissions, you may also have options to print, download, or perform other actions with the invoice.

Conclusion:

Finding invoices within a case in FinView is a straightforward process designed for quick access and easy navigation. Whether you need to review, verify, or utilise these invoices for further action, FinView makes it simple and efficient. For any additional help or specific queries, please refer to our detailed user manual or contact our support team.