Viewing Invoice History

To view the invoice history, follow this procedure.

To view the invoice history

  1. Navigate to the Accounts screen, then the Accounts List view.

  2. Drill down on the name of the account.

  3. Click the Billing Portal view tab.

    The Invoice History list displays the most current records for the invoice. If the information does not appear in the Invoice History list, then perform a query to access the correct records.

  4. Drill down on the invoice number of the invoice.

  5. In the Line Items list, click the view tab for the information you want to view.