How to Use the Invoice Quick View Panel

Overview

Click an invoice number to open the quick view panel on the right without leaving the list.

Tabs

• Invoice — number, dates, project, billed-to, items, totals, Paid and Balance Due, plus an internal Cost Analysis.

• Activity — a timestamped history: status changes, payments, sends and edits. It can't be edited.

• Notes — internal notes, never shown to the client.

• Payments — totals, the list of recorded payments with edit/delete, and Record payment.

• Documents — attached files.

• Versions — snapshots of earlier saves to compare and revert.

Controls

• Eye — open the client view.

• Pencil or Edit — open the editor.

• More — Mark as sent, Refund, Delete.

• ✕ — close the panel.

Related articles

• How to Record a Payment on an Invoice

• How to Issue a Refund on an Invoice

• Overview of Invoices