The Invoices tab of the Contacts menu will show the invoices that are associated with a contact.
To see the Invoices that are related to a contact:
1. Select Contacts on the dashboard
2. Select Invoices
3.Select the Contact you want to view
4. Clicking on New Income Invoice will take you to a new income invoice with the Company and To fields automatically filled in. Use the drop-down arrow to add an expense invoice.
The Related Invoices page shows income invoices and expense Invoices.
Invoices are also filterable by status:
- Draft
- Approved
- Voided
- Awaiting Approval
- Paid
- Overdue
- Credit Notes
Clicking on the Invoice Number will take you directly to the invoice in the Income and Expenses menu.