Customer Invoices

Owned by Kevin O'Brien (Unlicensed)
Last updated: Aug 23, 2018

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.

The Customer Invoices page opens.

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

  • 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.