User Guide › Principals Invoice
Overview
Principals Invoice provides an overview of invoice records associated with principals. It supports finance and sales users who need to review invoice activity across account, sales, and commission contexts.
The area organises invoices into focused views, helping Finance officers, Sales representatives, and Sales managers work with the relevant invoice category. Ticket records are also available from this area.
What you can do here
- Select Account Invoices to work with account-related invoice records.
- Select All to view the complete invoice overview.
- Select Sales Invoices to work with sales invoice records.
- Select Commission Invoices to work with commission invoice records.
- Select Tickets to access ticket records.
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