Invoice history

View an Invoice’s History and Delivery Status (Monitor invoice history)

1. From the ‘Billing’ section  (left navigation bar)

2. Search and click on the desired invoice

3. Click the ‘History’ tab

4. You will see when the invoice was created when it was emailed, when it was viewed, and when it was paid 

Invoice history may also be viewed in the contacts or matter dashboard by clicking on the desired contact/matter then the ‘Invoices’ tab, then the desired invoice, then the ‘History’ tab.