Using The Filters
Clicking once over the buttons at the top of each view allows the view to be filtered to invoices that match the filter.
Clicking once over an invoice in the list allows you to preview the lines in the section below.
Double-click over an invoice row to open the invoice.
Customize Invoice Columns
All columns in the parts invoicing list can be customized based on your preference and job requirements.
- Click the ellipsis symbol next to any column header
- Navigate to the columns list.
- You can check or uncheck any of these fields to add or remove columns from the invoicing list.
- Once you have your columns selected, you can change the order by dragging and dropping the header to the left or right of another column. You will see small arrows that indicate where the column will go when you release the mouse button.