The counters in the My menu also reflect only active entities. The Active filter defaults to Active on the Company Search, Contact Search, My Companies, and My Contacts pages, as well as on the global Search by Company, Contact (First Name), Contact (Last Name), and Contact (Email). To search for specific records, apply one or more search filters.At most, 5,000 data record will be retrieved at any one time. Use page navigation to view additional results. Search results containing more than 25, 50, or 100 records (depending on your Records per page setting) are paginated. To display a list of all records of a given entity in your database, click Search without applying any filters.You can use the Has TaxJar Exception filter to locate all invoices that contain a TaxJar Exception. A TaxJar Exception exists when Autotask was unable to calculate sales taxes using TaxJar, and taxes were not calculated using the Tax Region fallback method. On the Invoice History page, you will see a banner when one or more invoices contain a TaxJar Exception. If your results include more than 2000 records, a message is displayed in red at the top of the list. NOTE The Invoice History search will return up to 2000 records (rows).
To display only invoices from companies that have the emailing of invoices enabled, set the Company Email-Enabled filter to Yes. By default, voided invoices are not shown, but you can set the Voided filter to Yes to display voided invoices. To open the page, use the path(s) in the Security and navigation section above.Īlthough invoices cannot be deleted, they can be voided. On this page, you view, void, export, or mark an invoice as paid. NAVIGATION > Contracts > Invoices & Adjustments > Invoice HistoryĪll invoices created in Autotask can be accessed on the Invoice History page. SECURITY Access to Contracts, and contract permission Can access Invoice History, and (Invoice) Export Wizard enabled.
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