Support Suite

Customer Invoices by Jobs Posted by Dylan Richards on 21 July 2017 01:08 PM
Overview In this document, we will cover how to to view customer invoices (both paid and open) by job name. Filtering Invoices by Job Account Click Accounts Manage Accounts Search for the Account the job falls under and select it Click the Invoice Tab Filter by the Job Uncheck the “Show only Invoices not paid in full” box if you’d like to see all invoices The Screen will now display all customer invoices (both paid and open) for that job The top invoice in the screen capture is unpaid and the bottom is paid This concludes the subject of viewing invoices per job account

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