Finance View

Note there are 2 places where the Finance View appears.

1. On Projects, where all invoices for the displayed project are shown.
2. On People/Companies. These show all invoices for the contact.

A – The document list view. This shows all invoices and payments on the project or contact
B – Add a new payment
C – Delete an invoice or payment. Note delete payments before you delete invoices
D – The running balance fo this project to contact
E – Send to accounting package is there is a supported plugin (see supported finance connectors list)
F – Clear or create PDF.
G – Send PDF in email
H – Open PDF in Preview
I – Display PDF of selected document (other an invoice or a payment receipt)