How do I View 360 Degree in Invoices?

Updated on March 16, 2021 07:33AM 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