View Customer Document Logs screen

Use the View Customer Document Logs screen to create a list of customer invoices. You can select to view documents for a specific company and customer.

To open the View Customer Document Logs screen, click Customers > Reports > View Customer Document Logs in the All Tasks pane.

If the PDF file of the document form has been created, you can view it, print it, or attach it to an e-mail from this screen. You must have the software required to open a PDF file—such as Adobe Reader—installed on your computer to be able to view it. You must have MAPI-compliant e-mail software—such as Microsoft Outlook—installed on your computer to send an e-mail message with an attachment.

You can customize the way the data is displayed using filters, calculations, groups, and more. See Customize Grids for details.