Invoices Overview

In this section of the CRM workspace you will find all of your invoice data, an aging report, and two aggregate views. These aggregate views break down the invoice lines by item. One breaks it down to every invoice with the item and the other sums across each invoice per item.

In this section:

  • Invoices
  • Invoice detail
  • Invoice aging
  • Products invoiced (detail)
  • Products invoiced (sum of qty)

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