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