On the Invoicing tab, you can view the historical (posted) service and job cost invoices and credit memos for a customer location. You can also view the service call or job associated with the invoice.
This tab is available if your Schedule 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 and select:
Job Detail: Right-click on a job invoice and select View Job Details to open a display-only view of the job details with tabs for the cost codes and subcontractors.
Service Call: Right-click on a service invoice and select View Service Call. The Service Call window opens on the Schedule tab.