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05-04-2022 09:28 AM
Hello I was wondering if there is a custom report I could generate that would allow me to see invoices that were not emailed to the customer. Thank you!
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Creating Custom Reports
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05-04-2022 10:33 AM - edited 05-04-2022 10:34 AM
There is a pre-built report. You may need an admin to give you share access if you don't see it.
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05-04-2022 01:47 PM
Great report!
😘
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05-04-2022 10:33 AM - edited 05-04-2022 10:34 AM
There is a pre-built report. You may need an admin to give you share access if you don't see it.
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05-05-2022 06:01 AM
This is the way! I'd also schedule this report to come to your email on a regular basis so you can stay on top of sending the invoices that weren't sent in the field.
Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions
