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How Do I Navigate to Invoices from Contacts

From a contact's record, you can jump to their related invoices instead of searching for them separately under Get Paid.

Steps

  1. Go to Contacts and click into the customer you want to review.
  2. Look for their invoice or transaction history shown on the contact's detail view.
  3. Click through to an individual invoice for its full details.
  4. Alternatively, go to Get Paid → Invoices and search or filter by that contact's name.

Related Articles

  • Can I Access Receipts from the Contacts Area?
  • How Are Outstanding Balances Calculated?
  • How Do Contacts Connect with Customer Statements?

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