Do you use the Parts / Inventory Tracking and Invoice tools? If so, would you ever like a list of what Parts were Invoiced, when, in what quantity and rate?
If so, get to know the Monthly Invoice Parts Summary list.
It’s just a few clicks away, and you’ve got a quick glance at what Parts were Invoiced. Here’s the short version how to get there (scroll further down for visual instructions):
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- Main Member Dashboard
- My Invoices (left navigation panel)
- Invoice Summary (orange button, top middle)
- Select Year (drop-down list)
- Get Summary (orange button)
- Parts Summary (white button, top middle right)
Follow these visual instructions step-by-step to view your Invoice Parts Summary:
1. Main Member Dashboard
2. My Invoices (left navigation panel)
3. Invoice Summary (orange button, top middle)
4. Select Year (drop-down list)
5. Get Summary (orange button)
6. Parts Summary (white button, top middle right)
7. View your Summary List:
Note: At the moment, there is no built-in Print button to click on, but you are welcome to use your browser’s Print options. Screen-snap is also an option.
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Have more questions? Need help? Contact Us
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