How to View a Processed or Finalised Customer Invoice

How to View a Processed/Finalised Customer Invoice

Once an invoice has been processed or finalised there are a couple of different ways that it can be found.

1. Search for the invoice number in the global search bar at the top of the page.

The invoice number can be found in the top right hand corner of a printed invoice;

Enter the invoice number into the global search bar, it will bring up all references to that particular number, including the invoice you are looking for.  Click on the invoice details to open the invoice on your screen;

2. If you don't know the invoice number put do know the customer name then you can view the invoice through the customers details;

Search for the customer either by typing their name in the global search bar at the top of the page or by clicking on Customers from the menu options down the left hand side and then using the filter to find them;

Once in the customer details scroll down the page to Customer Invoices, expand the menu if necessary to view all invoices and then click on the invoice you want to view and click on the blue pencil icon to open the invoice on the screen;

3. A copy of the invoice can be printed or emailed by click on the blue icon at the far right, next to the Balance Due;