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.