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The Invoice History section is useful for anyone who needs quick access to past invoices in the LifeSaver Software Software. This article will show you how to locate and review detailed invoice information for a specific customer. Take a look to see how this feature can help you keep track of balances, payments, and more.

On the LifeSaver Software Home page, click the Customer Database button on the main menu.

Viewing the Customer's Invoice History

On the Customer Database page, enter the customer’s name, phone number, or customer type in the search field at the top, and then click Search. When the list of matching customers appears, locate the Customer you want. From the search results, click the Details button next to the customer you want. The Customer Details page will then open. At the bottom of the page you will see the Invoice History section.

1. Invoice Number – This column displays a unique number to identify each invoice. 
2. Revision – This column displays the number of times each Invoice has been changed or edited.
3. Balance Due – This column displays the invoice dollar amount that still needs to be paid.
4. Date Created – This column displays the Date that each Invoice was created.
5. Payment – Click this button to open the Accept Payment page where you can apply payments.
6. Open – Click this button to review the Work Order associated with each Invoice. When you click this button you’ll go back to the Invoice page where you have a few options depending on your goal. Click the View Only button if you just need to see the invoice. Click the Full Edit button if you need to make changes. Click the Price Lock button if you want to make changes but don’t want the dollar amounts in the Work Order to change. Click the Partial Edit button if you need to make edits to the Work Order but not to pricing or to material components and services.
   
7. Edit – Click this button to make changes to the Customer Details fields. Or, if you want to go back to the Customer Database page, click the Back to List button.

Related Topics

Process a Payment on an Invoice

Working With Invoices

Frequently Asked Questions

Q: Can I see all invoices for a customer, even those with a zero balance?  

A: Yes. The History section shows all invoices associated with that profile, regardless of balance.  

Q: I have a question, but I can't find my answer here, how do I get more assistance?

A: You can ask any question at the link below, once received one of our technicians will be in touch! If you need immediate assistance, the LifeSaver Software team is available Monday through Friday, from 9:00am to 6:00pm Eastern time. Feel free to contact our support team at: 1-800-381-0600, extension 2. Or you can email us at support@lifesaversoft.com and we will respond within 24-hours.