How do I View 360 Degree in Invoices?

Updated on April 30, 2018 11:16PM by Admin

Steps to View 360 in Invoices

  1. Log in an access Invoices App from your universal navigation menu bar.
  2. Click on "By Status" and Select "All" from the left navigation panel.
  3. Click on "More" to overview invoice information.
  4. You can view Invoices overview page, Navigate to "360" tab.
    360 tab
  5. Click on value drop down to select an object. For instance: Contacts.You can view all contacts associated with invoice as shown below:
  6. You can also "Add" or "Create" contacts, if needed.