Every estimate and invoice is tied to a customer, so a customer's page is the quickest way to see all of their work in one place.
Open a customer
From the Customers page, click the customer's name to open their page.
Jump to their estimates or invoices
At the bottom of the customer's page you'll find buttons for Estimates and Invoices. Each one only appears once that customer actually has estimates or invoices — so a brand-new customer won't show them yet.
- Estimates — every estimate for this customer, with its number, job name, total, created date, and acceptance deadline. You can search the list, and act on each estimate right here: accept, renew an expired one, delete, or restore a deleted one. You can also start a new estimate for the customer with Create New Estimate.
- Invoices — every invoice for this customer, showing the invoice total and how much has been paid. Click any invoice to open it.