View invoicing history

Invoicing - View Only

You can view the Invoice History panel within a number of areas in Jobs & Billing to see the key milestones of an invoice, along with the date and time it happened, and who did it. This enables you to identify the status of an invoice and who is responsible for it. The information will accumulate in the panel, so even if you unfinalize an invoice and then finalize it again, each individual action will be shown.

• Date - This is the date and time that the event happened. Entries are sorted by Date Descending.
• Details - This is the information of what happened and by which Jobs & Billing user. Details are recorded for when an invoice is created, finalized, unfinalized and marked as sent.

When creating new invoices and reviewing existing invoices, you can click the Additional Information tab to view the invoicing history.

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