Customer Invoice and Work Order History

Introduction:

You can view Invoices and Work Orders associated with a Customer on the history tab. You can do so by following the simple steps shown below:

This article applies to + Professional and + Enterprise.

Instructions:

1.  Click on the Modules tab, then click on the Customers icon in the ribbon on main page.

2.  Open the desired Customer Record by double-clicking on it.

3.  Click on the History tab.

4.  You can then click on either the Invoices or Work Orders tab.

5.  From the Selection drop-down menu, select the list of Invoices or Work Orders you want to view. You will have the choice to choose from All Invoices (or Work Orders), Active Invoices (or Work Orders), or Closed Invoices (or Work Orders).

Useful Information and Links:

Useful Links to Related Articles:

To learn how to Manage Customer Entity Assignments, click here.

To learn how to Create a Customer Record, click here.

To learn how to Manage a Customer’s Address, click here.

To learn how to Manage a Customer’s Phone Number, click here.

To learn how to Manage Attachments and URL’s on a Customer Record, click here.

To learn how to Manage Notes on a Customer Record, click here.

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