Customer Invoices By Jobs

Task/Problem Overview

In this document, we will cover how to view customer invoices (both paid and open) by job name.

Filtering Invoices by Job Account

• Go to Accounts > Manage Account

• Search for the Account the job falls under and select it

• Click the Invoice Tab
• Filter by the Job

• Uncheck the “Show only Invoices not paid in full” box if you’d like to see all invoices

• The Screen will now display all customer invoices (both paid and open) for that job

• Select a job rather than Main Account.