This guide will show you how to view your billing history for invoices and billing items. You may need to view the history to see what user created the invoice, took a payment, reversed an item, applied a discount, or made a payment schedule.

Clients

Click on the Clients tab

Choose Your Client

1. Search for your client

2. Click on the client's First or Last name

Billing Tab

1. Click on the Billing Tab.

2. Click on Items.

3. Click on the Pencil icon to view the item.

OR

4. Click on the Invoice # to view the invoice.

Note: You can also access the invoices from the "Invoices" tab located to the right of the Items tab.

Billing History Via Item

Click View History

Billing Item History

Click Close when done.

Billing History Via Invoice

Click View History.

Invoice Item History

Click Close at the bottom of the page when done.

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