The Rapyd Client Portal Developer Hub

Welcome to the Rapyd Client Portal developer hub. You'll find comprehensive guides and documentation to help you start working with Rapyd Client Portal as quickly as possible, as well as support if you get stuck. Let's jump right in!

Get Started    

Listing Mass Invoice Reports

View All Mass Invoice Reports

You can view a list of reports of mass invoice operations. Each report covers one batch operation.

This procedure requires Owner, Administrator, or Editor privileges.

How to View All Invoice Reports

  1. Sign in as described in Accessing the Client Portal and navigate to Mass Invoices > Reports.
    The Mass Invoice Reports page appears.
  1. Modify the display by doing the following:
  • To change the column order, grab a column header and drag it to a new position.
  • To sort the list, hover over a column header. If the cursor turns into a pointing finger, click the header. An arrow indicates the sort direction. To change the direction, click the header again.
  1. Other things you can do:
  • To filter the list, click the Search field at the top. Suggested filters appear. Select a filter and type a value, or type a free text string. Then click the magnifying glass icon.
  • To clear a filter, delete the text in the Search field and click the magnifying glass icon.
  • To apply an advanced filter, click the Filter icon at the top right. In the Filter window, select a field and a condition, and enter a value. To define an additional filter, click + Add Filter and fill in the field, condition, and value. Then click Apply.
  • To clear an advanced filter, close the filter description.
  • To clear all advanced filters, click Clear All.
  • To view additional columns, move the horizontal scroll bar at the bottom of the page.
  • To scroll through the lines of the table, move the vertical scroll bar at the right side of the page.

Description of Fields

The following table describes the fields in the Mass Invoice Reports page:

Field

Description

Batch ID

An identifier that the Client Portal assigns to the uploaded mass invoice file.

Created at

The date and time that the mass invoice file was uploaded.

Report Name

The name of the mass invoice file uploaded to the Client Portal. String ending with .csv.

Status

The status of the report. One of the following:
* Processing - The report is being processed.
* Ready - The report is complete.
* Error - The report was not generated.

Updated 29 days ago


Listing Mass Invoice Reports


View All Mass Invoice Reports

Suggested Edits are limited on API Reference Pages

You can only suggest edits to Markdown body content, but not to the API spec.