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