Accessing invoices
| DMF |
2108** CUSTOMER PORTAL INVOICES INVOICES 210801 CUSTOMER PORTAL INVOICES VIEW 210802 CUSTOMER PORTAL INVOICES INVOICES - MULTI-COMPANY |
As a customer's contact, you can search for and access the list of your customer's invoices.
The invoices screen can be accessed from the Invoices menu. If the user has:
- only the DMF 210801 CUSTOMER PORTAL INVOICES VIEW, the Invoices tab only displays invoices in the employee's company.
- the DMF 210802 CUSTOMER PORTAL INVOICES INVOICES - MULTI-COMPANY, the Invoices tab is partitioned and displays:
- The invoices in the employee's company;
- Invoices in all companies when the customer is on the ***** company.
Printing an invoice
To print an invoice, click on the invoice line or directly on the printing icon.
Searching for an invoice
To quickly find an invoice, enter its reference number in the search box and click on Ok.
Managing the list display
The following icons are displayed at the bottom of the page:
-
: enables you to export the list in Excel format. A file is automatically downloaded on your computer. -
: opens a window that helps you set up the columns that are displayed on the screen. -
: enables you to reload the list.
