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Billing - Invoice History tab

This Help File Page was last Modified on 08/12/2022

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❑Understanding the Invoice History tab

•The Invoice History tab provides a list of the Invoices previously generated for this Dealer and displays that list in a Grid format

 

HelpFilesDealers-InvoiceHistoryTab-withData

Dealer Form - Invoice History tab with data

 

✓This Invoice data may not be sorted and filtered.

✓Invoices are listed in Invoice # order - from newest to oldest.

✓The Ribbon Menu at the bottom on the Invoice History tab provides record movement functionality

 

•The Invoice History tab also provides a Drill-Down capability to view exactly what charges were billed on any selected Invoice  

 

HelpFilesDealers-InvoiceHistoryTab-withDrillDownView

Dealer Form - Invoice History tab with Drill Down View

 

✓Click the small Arrow on the left of an Drill-Down view to view the contents that Invoice

▪The Arrow tilts downward when it is Clicked and the Detail Line Items in that Invoice are show in a Drill-Down view

▪ Click the small down Arrow to close the Drill-Down view

 

•The actual Invoice Form of a selected Invoice # may be opened by Double-Clicking on that Invoice Number

 

HelpFilesDealers-InvoiceHistoryTab-SelectedInvoiceOfDrillDownView

Dealer Form - Invoice History tab - associated Invoice Form opened