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How do I View 360 Degree in Invoices?

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Updated on December 6, 2021 06:34AM by Admin

Steps to view 360 in Invoices

  • Log in and access the Invoices App from your universal navigation menu bar.
  • Click on Show All from the left navigation panel.
Invoices
 
  • Click on "More Details" to overview invoice information.
More Details
 
  • You can view the Invoices overview page, Navigate to the "360" tab.
360 degree
 
  • Click on the value drop-down to select an object. For instance: Contacts.
  • You can view all contacts associated with the invoice as shown.
All apps
 
  • You can also "Add" or "Create" contacts if needed.
 
Add or Create