Invoice History
The invoice history page shows the history of orders made by that particular client. The top of the page displays the client name, the CRM ID and ERP ID, and address. This page is for customers only (not leads).
Client's Invoices
The information displayed for each invoice includes:
- Invoice Number
- Created Date
- User
- Number of Lines
- Tax
- Freight
- Discount
- Subtotal
- Total
- Total Gross Profit
There are a number of ways to search, filter, and sort the displayed data, including:
- Search bar. Users can search by order number or client name.
- Sales Rep. Can filter to a single sales rep’s orders or include all orders. Note: This filter is only available for admins and sales managers.
- Start and End Dates. Users can filter data based on when the invoice was created.
- Sorting Criteria. The “Sort by” dropdown menu lets users sort by date (new-old or old-new) or total (high-low or low-high).
The default sort is by created date (New-Old).
To reset the sort/filter to default, click the “Reset” button.
Note: For sales reps, only the invoices for orders the sales rep placed or orders for clients assigned to that sales rep will appear in the display area.
Main Page -- Clients
Updated over 1 year ago