On the Invoicing tab, you can view the historical (posted) invoices for a customer location.
This tab is available if your user role has the View option selected. You will also need security access to the Invoice Inquiry window in Signature.
To view historical invoices, select a customer in the Customer Hub.
Select the Invoicing tab.
The following display-only invoice information is available:
Source: Displays Service or Job as the source of the invoice.
Service Call/Job: Displays the service call ID or the job number.
Invoice Number: Displays the invoice number.
Invoice Type: Displays Invoice or Credit Memo.
Invoice Amount: Displays the dollar amount of the invoice.
Invoice Date: Displays the date the invoice was created.
Bill To Customer/Customer Name/Location: Displays the Bill To information associated with the invoice.
Description: Displays the description that was entered on the invoice.
Right-click on a historical invoice to view:
Job Detail: Right-click on a job invoice and select Job Detail to open the