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Documentation Index

Fetch the complete documentation index at: https://lindo.ai/docs/llms.txt

Use this file to discover all available pages before exploring further.

See all invoices for a specific client.
1

Open Workspace CRM

Click CRM in the sidebar.
2

Select the Client

Click the client in the list.
3

Go to Billing Tab

Click the Billing tab.
4

View History

See all invoices:
  • Invoice number
  • Date
  • Amount
  • Status

​
Invoice List

Each invoice shows:
  • Invoice ID
  • Service name
  • Amount
  • Status (open/paid/refunded)
  • Date created

​
Actions

From the list:
  • View details
  • Copy payment link
  • Download PDF
  • Refund

​
Tips

  • Review regularly
  • Track payment patterns
  • Follow up on open invoices
  • Keep records

Workspace Overview

Learn more

White Label Setup

Learn more