View Invoice PDF

You can download and view the PDF version of an invoice. If the invoice has been regenerated, you will see the most recent version of the invoice PDF.

Invoice content can also be viewed in the Accounts application. Refer to Invoices in the Accounts section of this user guide for more information.

If you know the invoice number, click Invoices in the left pane. Use the Search field to find and select an invoice. Skip to this step. Refer to Search Feature for more information about using the Search feature.

Complete the following steps to view a PDF of the invoice:

Select Customer Billing from the Gotransverse application menu .

You may see a Customers and an Accounts tab or just the Accounts window, depending on the value for the Allow Multi-Customer Accounts Billing system setting. The Allow Multi-Customer Accounts system setting must be set to True to see both tabs. If this system setting is set to False, you will only see the Accounts window while in the Customers module. Refer to System Settings for more information about configuring system settings.
Select a customer from the list or search for a customer from the Search field to open the Customer Summary window.

To quickly access a customer or billing account, click the icon on the title bar (on either the Customers or Accounts window) and enter part of the customer or billing account name. If you do not see the Accounts tab, you can still search for a billing account from the Customers window by entering part of the number in the Search field. You can also bookmark regularly-used pages. Refer to Search Feature for more information.

Customers Window

Click the icon in the left pane to hide it. Click the icon to open it.

You can manage which columns display in any table with a Configure or Columns button by clicking the button and selecting desired columns. In addition. If the table includes a Filter button, you can filter the table contents. If the table includes an Export button, you can export visible table contents (up to 50) to a CSV (comma-separated values) file. Refer to Data Tables for more information about using these features.
On the Customer Summary window, select an account under the Accounts detail tab to open the Account Details window.

Customer Summary Window
On the Account Details window, click the Invoices tab.

Account Invoices Tab
For the invoice whose PDF you want to view, complete one of the following actions:
1. Click the icon in the Actions column and select View PDF.
  
  View PDF Option
2. OR, select the needed invoice from the list to open an Invoice Details window. Click the Invoice drop-down menu and select View PDF.
  
  Invoice Details Window - View PDF Option
  
  The options listed in this drop-down menu depend on the status of the invoice. This example is for an invoice with a status of Closed.
3. OR, on the Invoice Details window, click the Content tab and click the icon in the Actions column for the desired item.
  
  Content Detail Tab
The PDF file is saved to your computer.