• "Is there a report that shows any changes made to invoices?"


Resolution Steps

  1. Navigate to Reports > Invoicing and Payments > Invoice Changes.

  2. Choose a Date Range

    1. Use the date filters to select the time period you want to review.

  3. Add filter (optional)
    1.  Exclude Walk-In Customer Data - only show customer invoices, excluding the valued customer account.
    2. Show Only Walk-In Sales - only show valued customer invoices.

  4. Run the Report

    1. The report will generate and display all invoices within that date range.

  5. Review Invoice Changes

    1. The report shows:

      1. Which invoices were changed

      2. What changes were made

      3. Who made the changes

 

Verification: The report should display any changes made to any invoices.