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The Past Periods page lists each billing cycle of invoices generated by Pending Items. Click the link for a billing cycle in the Periods column to see each invoice included in that billing cycle. When the View Batch Detail dialog opens, you can click the link beneath an invoice number to display a PDF of the invoice. Sent and Opened envelope symbols identify the invoices that were sent by email and that were opened by the customer.
Note: Customer-specific events—such as sent invoices and opened invoices—are listed in the Notes tab of the customer record.
Actions
- Click this icon to display a list of standard options.