FastTrack360 Version 12 Online Help
Viewing Existing Invoices & Credit Notes
- Max Ciereszko
You can view any invoice or credit note listed in the Invoice Search List screen by opening the relevant invoice/credit note for viewing in the Invoice or Credit Note screen. This allows you to see the invoice/credit note details, such as the invoice/credit note terms and billing and debtor company details, as well as the invoice/credit items on the invoice/credit note.
To view an existing invoice or credit note, follow the procedure below.
How to View an Invoice or Credit Note | |
1. | Navigate to the Billing > Manage Invoices/Credit Notes screen and search for the invoice/credit note you want to view. The invoices/credit notes that match the search criteria you specified are listed in the results list. |
2. | Next to the relevant invoice/credit note in the results list, click the View button. The invoice/credit note opens for viewing in the Invoice or Credit Note screen respectively. |
The example below shows how an existing invoice displays when opened for viewing. In this example, the invoice is a timesheet based invoice and displays an invoice item for each item from the corresponding timesheet.
You can click the View button next to any of the invoice/credit items in order to display the Invoice Item/Credit Item dialog box, which shows details about the corresponding invoice item. An example of this is shown below.
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