A tab for estimates and invoices unrelated to contacts
I find it difficult to summarize all our invoices and estimates at a glance. we have to open each contact to see the estimates or invoices.
Hi Samuel!
You can see all your estimates and invoices by using the Reports section. You can create an Estimates Report to see all estimates, filter to see only open or pending ones, etc. Same goes for Invoices, where you can also see total amount paid, status, and more.
Just head to “Reports” on the left side and use the My Saved Reports section’s gear icon to choose Estimate Report or Invoice Report.
Let me know if you have any other questions not his or other features!
Brad
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JobNimbus Support
support@jobnimbus.com