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How do I view key documents (e.g. signed contracts, invoice history) on an Order?
How do I view key documents (e.g. signed contracts, invoice history) on an Order?
Updated over 6 months ago

You may want to see key documents on an Order, such as signed Contracts and Invoices.

Viewing Signed Contracts

In order to view signed Contracts on an Order, follow the below steps:

  1. Navigate to the Order in question

  2. Click on the "Contract" tab at the top of the screen

  3. In the "History" section at the top of the page you will see any "Signed Contracts" as cards

To download a PDF of a signed contract, simply click the download icon next to the Signed contract

Viewing Invoices / Receipts

In order to view signed Contracts on an Order, follow the below steps:

  1. Navigate to the Order in question

  2. Click on the "Document History" button above the Billing Summary

  3. A drawer will open up and you will see any historical Invoices, Receipts, or Deposit slips for that Order

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