Invoice Changelog
In Version 18.3, the software will start to track key changes and activities on the invoice, and display them in the Invoice Changelog. The software is tracking changes and actions from both the Command Center and App.
Here is what is being tracked:
- Create invoice(CC/APP)
- Edit invoice (Status change and price changes)(CC/APP)
- Email Invoice(CC/APP)
- Text Invoice(CC/APP)
- Payment Invoice(CC/APP/Online)
Currently, the Changelog can be accessed on the Customer Record, Invoice table and is focused on big picture events and changes - status changes, edits to the invoice, communications, etc.
Screenshots
Click the 3 dot menu on the Customer Record, Invoice Table
Example Changelog
Notes:
- If you have suggestions on where else we can display the changelog or what other actions to track, please contact your account manager
- The software is only tracking changes going forward as of the release of 18.3
Comments
0 comments
Please sign in to leave a comment.