Customer Explorer Customer Tree Options & Activities Invoices

Customer Tree Options & Activities

Invoices

When the Invoices tree option is selected, a list of all paid, unpaid, and partially paid invoices created for the customer will display in the Active Pane.

An Invoice may be opened for viewing by double-clicking on the Invoice row in the Active Pane.  User permissions are required for this option; if the User does not have the appropriate permissions, an Invoice record may not be accessed.

Right-Click Options are available for the Invoices tree option.

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