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When a Customer Invoice has been saved it is stored on the Customer Invoice page, where it can be found and opened.

  • To view it, from the main menu select Financials > Customer Invoices.

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The Customer Invoices page

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opens.

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Image AddedThe Customer Invoices page provides comprehensive search functionality, including search by invoice number, customer name

  • Search for the Customer Invoice(s) by Invoice Number, Customer, date range and invoice

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  • Status.

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  • Click the CSV or Excel button to download the search results in CSV file or spreadsheet format.

  • Open the Customer Invoice by clicking it's Number link ('Not yet issued' in the example above).


For information on how to process a Customer invoice see Service Provider invoices Customer.

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