Skip to main content
Eptura Knowledge Center

View a Customer's Timeline

You can view work orders and invoices associated with a Customer on the Timeline tab.

  1. Navigate to Customers.
  2. Click the Customer Record and the Customer Details form displays.

clipboard_e31b82647966d464fe504bbe30672171c.png

  1. Click the Timeline  Screenshot 2022-12-30 at 9.06.47 AM.png tab. By default, the tab lists the Work Orders and Invoices. 
  2. Click either the Invoices button or the Work Orders button to filter the list.
  3. Click a timeline record to display the work order of the invoice.