Customer - Financial - Invoices tab

Service Billing Operations > Customers > Financial > Invoices tab

The Invoices tab lists each invoice generated for a customer. Click the link for an invoice number to display the PDF of that 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

• Send Message - Sends an email message. The To address defaults to the email address of the selected customer.
• Resend Invoice - Resends the selected invoice. The To address defaults to the email address of the selected customer.