View Invoice/Credit Memo Balance

Once invoices/credit memos have been approved, data will show on the History & Balance tabs. Invoices/CMs in the New & Submitted states will have the tabs, but no balance will have been generated yet.

View history

1. Select Invoices from the Receivables > Accounts Receivable menu, and the Invoices window opens.

2. Check the box(es) for the invoice(s) whose balances you want to view, and click Edit, or click on the Invoice/Credit Memo Number link. The Edit Invoice window opens.

3. Click on the Balance tab.

4. If viewing more than one invoice or credit memo, click the arrows in the upper right corner to move through the records.

5. Click Close when you're finished viewing the balances.

Return to Invoices Overview