Using the Invoice Timeline

Learn how to use the Timeline in the Invoice dialog

Updated over a week ago

To learn the basics of the Timeline, view this article.

The Invoice Timeline acts as a hub for any related information for a specific invoice.

The Timeline can be accessed via the "Timeline" tab in the Invoice dialog.

The Invoice Timeline will display the following items:

  • Notes

  • Files

  • Activity Logs

  • Communication Logs

As with any Timeline, you can use the sidebar to filter the results or hide collated entries.

Any notes you create for your invoice will also be visible within the client's dialog.

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