Viewing Invoice History

Understanding the history of an invoice is essential for maintaining transparent records and tracking the activities associated with each invoice. This article guides you through the process of viewing the history of an invoice, which includes creation records, email logs, and any modifications or status updates over time. This feature helps to identify if the invoice was generated by the system or by a specific user, influencing tasks like automatic emailing.

View an Invoice's History

To review the complete history of an invoice, from its creation to the latest activity, simply follow these steps:

  1. Access the Invoices section and locate the invoice you wish to review.
  2. Click on the desired Invoice Number to open the invoice's detailed view.
  3. Locate and select the View History option from the three-line icon.

[Add a screenshot showing how to access the History option from the Invoice view]

Upon selecting the History option, a record of all actions pertaining to the invoice will be displayed. This includes:

  • Date and time stamps for each action taken on the invoice
  • The type of activity, such as creation, editing, or emailing
  • Identification of the user who performed the action or if the action was system-generated

The history log enables you to keep track of the invoice lifecycle and provides accountability, which can be particularly helpful for auditing purposes and resolving any invoicing discrepancies.

Remember, user-generated invoices may have different email behaviors compared to system-generated ones; they will typically not be sent out automatically. Knowing who generated the invoice can assist in understanding and managing email notifications associated with that invoice.


See these related articles for further assistance:-

  • Article 1
  • Article 2

 

Was this article helpful?