Viewing the Invoice History in Dashboard 2.0

Viewing invoices allows 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.

Invoice History

⦿ How to View the Invoice History
  1. At the top-left corner of Dashboard 2.0, click the menu icon, and select View Invoice History. The Invoice History appears.
    Invoice historySee Navigating the Invoice Module for more information on each column.