Customer Invoice and Work Order History

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.

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

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

3.  Click the History tab.

4.  You can then click 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).