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Contact invoices tab overview
Contact invoices tab overview
Updated over 3 years ago

See all the invoices where this contact record is attached to the invoice to contact. Invoices are created in the project > invoices tab.

Setup required before use

Who can use it?

Where is it?

User

Assistant project manager

Project manager

Director access

Assistant administrator

System administrator

Contact > Invoices tab

Tips:

  • Click on a column heading to sort the list. e.g. Sort on the invoice date, project number, or invoice number.

  • Looking for credit notes? Use the search button to change the page filter to include 'All' items - invoices and credit notes.

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