Documentation

Invoice Manager

Invoice Manager Features and Use

Use the Invoice Manager to manage the status of Invoices and to search for Invoices.

Search for Invoices by any combination of Invoice Number (Inv#); Project ID (Proj#); Project Name (Proj) Client Name and Date. For example, to search for all the Invoices associated with a particular Client this year type a few letters of the Client Company Name into the Client field, select ‘All’ in the Month dropdown list, select the current year in the Year dropdown list and click Search.

Click the Part Name to review the detailed invoicing history for the current Part (most recent at the top) and to create a new Invoice Charge for the current Part.