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Knowledgebase: Savance Enterprise
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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