Where can I see my Invoices on FieldTask?

Learn how to find your invoices and filter them by status or customer in FieldTask.

You can view invoices you have sent or drafted directly from the Invoices section.

To view your invoices:

• From the left sidebar, go to Invoices.

The Invoices page will display your invoices based on their current status.

You can find invoices in the following statuses:

• Draft
• Sent
• Partially Paid
• Paid

Filter Invoices by Customer

If you are looking for invoices associated with a particular customer, you can use the available Customer filter.

• Select the customer you want to view.
• FieldTask will display the invoices associated with that customer.

This makes it easier to find a specific invoice when your organization has a large number of invoices.