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Eptura Knowledge Center

View Customer Invoice and Work Order History

You can view Invoices and Work Orders associated with a Customer on the history tab.


  1. Navigate to Customers.
  2. Click the Customer Record. The Customer Details form displays.
  3. Click the Timeline  Screenshot 2022-12-30 at 9.06.47 AM.png tab. By default, the tab lists both views. 
  4. Click either the Invoices button or the Work Orders button to filter the list.
  5. Click a timeline records to see more details.