INSBANK Business Guide
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Autobooks Invoice Balance Details
View a list of payments and invoices associated with a particular customer.
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Click the Invoicing tab. 1. Click the Customers tab.
2. Click the customer you would like to view. 3. Click the “Invoice balance details” link. 4. Use the drop-down to switch customers. 5. Filter the list of invoices by inputting a date range. 6. Click the Export button to export this report as a CSV file.
Autobooks: Invoice Balance Details
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