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Customer Invoice and Work Order History

Eptura Knowledge Center

Customer Invoice and Work Order History


You can view Invoices and Work Orders associated with a Customer on the history tab. You can do so by following the simple steps shown below.



1.  Select the Customers icon in the menu ribbon on any page.

2.  Select the desired Customer Record.

3.  Select the Timeline tab Screenshot 2022-12-30 at 9.06.47 AM.png

4.  You can toggle either the Invoices or Work Orders.  The default view will display both.

5.  Select one of the timeline records to see more details.

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