Viewing the Invoice History in the Dashboard

    Viewing invoices allow you to stay informed of the actions taken, especially when using multi-level invoicing.

    From this view you can:

    • Review the details of an invoice, as well as the invoice status.
    • Review the related work order summary.
    • Review any proposals and attachments related to an invoice.
    • Review the actions taken on each invoice.

    How to View the Invoice History

    1. Click View Invoice History on the left navigation panel. The Invoice History list will appear. See Navigating the Invoice Module for more information on each column.

      Viewing Invoices