Viewing customer invoices

View and modify customer invoices on this screen. The Customer Invoices page displays details of the invoices created for customer contracts and customer rentals.

Note: Customer invoices can only be generated by the system. You cannot manually insert or delete invoices on this screen, but you can modify customer invoices.

To view and modify customer invoices:

  1. Open the Customer Invoices form.
  2. Select the customer invoice for which to modify or view, and then click the Record View tab.
  3. Description—Enter the description of the invoice.
  4. Status—Select the status of the invoice. To approve the invoice, select Approved.
  5. Click Save.
    The system automatically populates Approval Date.