Account Management/Customer Screen/Invoices
From Emersion
Overview
To access this screen:
Nav: Customer > List
- Click on the ID of a customer.
- Click the Invoices tab.
This page presents all invoices that have been generated for the account. It includes invoices that are:
- pending
- approved and been sent to the customer
- approved and not sent to the customer
Users can access invoices across multiple accounts via the Finance > Accounts Receivable > Invoice List screen.
Users can open any invoice by clicking the Manage Invoice icon. The invoice will be presented on the screen. Help pertaining to the various functions available to users when an invoice is open is covered in the Managing Invoices column of the Invoicing section of the Wiki.
To download and/or open the PDF version of the invoice, press the PDF download icon.
