Invoice History

All roles have access to 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).

The information displayed for each invoice includes:

• Invoice Number
• Company
• Date
• User
• Lines (number of)
• Tax, Freight, Discount
• Subtotal, Total
• Total GP, Outside GP
• Payment Status

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 Date. 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).
• More Filters. Includes End Date, Company, and Payment Status and Reset

The default sort is by created date (New-Old).

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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.

Link to Main Page

Main Page -- Clients