Viewing Invoice Information for an Account

Complete the following procedure to view the invoice information for an account.

To view the invoice information for an account

1. Tap Side Menu and then tap Accounts to display the following:

   • The Accounts list and details in the main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on a link in the Account field to open that account record.

   All details for the selected account appear in the main pane.

3. Select Invoices from the Side Menu in the main pane.

   All the invoices associated with the account appear in the main pane.

4. Tap the link in the Invoice # field to open and review the invoice details.