See invoices, quotes, or contracts

What this is for

Find a document by customer or across the company without walking every tab by memory.

Concepts

Each document type has a company list and a tab on the customer:

You want	Menu / tab
Quotes	Quotes
Invoices	Invoices
Contracts	Contracts
Payments	Payments
Credits	Credits
Deliveries	Delivery Orders on the customer

Filter on those lists narrows by date, status, number. Open the eye / row to View.

The customer’s toolbar (Quotes, Invoices, Contracts, …) is the same records, already scoped to that company.

Before you start

• You can Log in. You know the customer name or a number.

Steps

1. To scan the company: open Quotes, Invoices, or Contracts. Use Filter. Open the row you need.
2. To stay on one customer: Clients → that company → the matching tab.
3. From a quote or contract that was converted, the invoice/contract icon on the toolbar jumps to the result.

What happens next

Edit, pay, ship, or print from that View screen. Related jobs: Record a payment, See what still needs to ship.

If something looks wrong

• Empty list. You are on the wrong customer, or Filter is still on. Clear the filter.
• You cannot edit. Status is Converted, Void, or cancelled — open the document that replaced it.