PINATA

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This section includes information about our Invoicing feature as well as Financial reporting

Dashboard | Invoicing & Financials

What is Invoicing?

Let's discuss what each invoice status means!

Understanding Invoicing Statuses

Understanding Invoices

Downloading invoices as PDF or Excel or downloading Financial info into CSV

How to download an Invoice (or other Financial Data)

Let's discuss how to make an invoice on PINATA

How to Create an Invoice

How to retract an Invoice

Let's discuss how you make changes to an invoice!

How to Edit an Existing Invoice

Let's discuss how you'll receive invoices on PINATA

How to Receive/Approve an Invoice on PINATA

Let's discuss how to void/reject an invoice on PINATA

How to Void/Reject an Invoice

Let's discuss how to use filters on invoices!

How to use Filters on Invoices

How to Use Invoicing

Let's discuss what you'll see on the Financials tab and what each reporting dashboard means!

Financials Tab Explained

Financial Reporting

Find answers and get help from Intercom Support and Community Experts

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