Navigating the Sales tab

Christine TaborChristine Tabor Member Posts: 6

My email is not displaying the correct email. It is an email of mine, but not in my profile or anywhere else in Wave. Not sure how it got there. I don't see anywhere how to correct it, since it is not in my profile.

Comments

  • Christine TaborChristine Tabor Member Posts: 6

    oh I just figured something out... not sure how to remove this topic... if there is a moderator... feel free to remove.

    What I DO have trouble with is navigating within the INVOICES section... I click on a client and it won't show ANY past invoices... tried date range, etc., cannot get it to work.

  • AlexLAlexL Member Posts: 2,869 ✭✭✭

    Hey @Christine Tabor , if you want to see all of a customer's invoices, head over to Sales > Customer Statements and filter for "Account Activity". After selecting your customer, it will display all of their invoices.

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