Viewing a Customer Invoice History
Keeping track of what you've billed each customer is crucial for your business. JobsPaid makes it easy to see all the invoices and quotes you've sent to any customer in one convenient place. This helps you stay organized and build stronger relationships with your clients.
Finding Your Customer's Invoice History
- Open the JobsPaid app on your phone or tablet
- Tap Customers at the bottom of your screen
- Find the customer you want to review and tap on their name
- You'll see their customer profile page with all their contact information
- Scroll down to find the Invoice History section
- Here you'll see a complete list of all invoices and quotes for this customer
What You'll See in the History
Each entry in your customer's invoice history shows important details at a glance:
- Invoice or quote number
- Date you created it
- Total amount
- Status (Draft, Sent, Paid, or Overdue)
To view the full details of any invoice or quote, simply tap on it. This opens the complete document where you can see all line items, materials, labor, and notes.
Using This Information
Your customer's invoice history is perfect for:
- Checking if a customer has outstanding balances
- Seeing your payment patterns with repeat clients
- Finding previous work details for warranty questions
- Preparing for follow-up conversations about unpaid invoices
Common Mistakes
Don't confuse the customer invoice history with your main invoice list. The customer view only shows invoices for that specific customer, while the main invoice section shows all your invoices from every customer.
Remember that deleted invoices won't appear in the history. If you're missing an invoice, check if it was accidentally deleted rather than just unpaid.
Related Articles
• Creating Your First Customer Profile • Sending Invoices to Customers • Understanding Invoice Status Labels
Having all your customer's billing information in one place helps you provide better service and stay on top of your business finances. You've got this! 💪