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Locate a Customer's Invoice

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Written by Gabriela Vargas

Before you start

  • Every contract has an associated invoice that itemizes all contract transactions

Steps to locate an invoice

  • Click the Contracts button or the Customers button in the left navigation bar

  • If you click the Contracts button in the left navigation bar:

    • Locate a contract either by searching for the name of a customer in the search bar or by clicking the name of a customer highlighted in blue or by clicking the contract ID highlighted in blue

    • If you choose to search a contract by customer name:

      • Click the name of the customer

      • Click Contracts in the Customer Details section

      • Click the desired contract ID highlighted in blue

OR

  • If you click the Customers button in the left navigation bar:

    • Locate a contract either by searching for the name of a customer in the search bar or by clicking the name of a customer highlighted in blue

    • Click the name of the customer

    • Click Contracts in the Customer Details section

    • Click the desired contract ID highlighted in blue

  • Click the Billing tab in the Contract Details pane

  • Navigate to the Payment Information section and click View Invoice

  • The invoice will open in a new window

  • Download, print, or email the invoice

Notes

You must enable Google Chrome pop-ups to view and download a receipt

Contract
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