ShipBoss Help Center

Managing Invoices

View, filter, and download your shipping invoices

Part 1

Accessing Invoices

1

Navigate to the Invoices Tab

Go to the Admin tab and select View Invoices. This is where you can view and manage all of your shipping invoices.

The invoice list displays the Invoiced Date, Invoice Number, and Invoice Amount for each entry.

ShipBoss Admin page with View Invoices tab selected showing the invoice list

The Administration page with the View Invoices tab selected, displaying the invoice list.

Part 2

Filtering & Searching

2

Filter by Payment Status

Use the status filter to sort invoices by Paid or Unpaid status to quickly find what you need.

Filter and search controls for invoices including payment status, invoice number, and tracking number

The filter and search area with Payment status, Invoice Number, and Tracking Number fields.

3

Search by Invoice or Tracking Number

Use the search fields to find specific invoices by Invoice Number or Tracking Number.

Part 3

Viewing & Downloading

4

View an Invoice

Click the View Invoice icon on any invoice row to open it in PDF format in a new browser tab. From there, you can download or print the invoice.

Actions dropdown showing View Invoice, Regular Format CSV, and Compact Format CSV options

The Actions dropdown with View Invoice, Regular Format, and Compact Format options.

5

Download as Regular CSV

Click the Regular Format button to download the invoice as a CSV file. This format displays all fees split across separate rows for detailed line-item review.

6

Download as Compact CSV

Click the Compact Format button to download the invoice as a compact CSV. This format consolidates all fees into a single row with a total fees column for easier overview.

You're All Set!

You now know how to access, filter, view, and download your shipping invoices in ShipBoss.