Access a client's invoices from the Contacts area
I have quite a few invoices that are not assigned to a company, but just a person. When I go to view that person in the Contacts area, none of the invoices or payments are showing up. What can I do to make this kind of info show up?
Thanks!
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Support Staff 1 Posted by Seth B on 04 Oct, 2016 10:58 PM
Hi Felicia! Sorry but this is a defect with the design of our people contact pages. I'll get it fixed ASAP, but for now you'll need to use the advanced search feature to find all invoices for that client.
To do so, go to Home > Reports and use the invoice search block near the bottom of that screen.
- Seth
2 Posted by Felicia Montoya on 04 Oct, 2016 11:10 PM
Thanks Seth!