The invoice page can be accessed by going to Invoices then clicking an invoice number.
Here you will see the invoice details, the schedule the invoice is in, and the history regarding this invoice.
The invoice history refers to all the conversation that has been sent through CHASER regarding this invoice. We automatically save the chasers that you send, as well as all the replies to those emails, so you can always consult the conversation history at any time with one click. You can also add a note to the invoice history: for example, if you have talked to the customer over the phone regarding this invoice you can make a note of it.
The history is color-coded as follows:
- Orange: chasers sent by us
- Yellow: customer replies
- Blue: your replies to customer
- Pink: your notes