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Once a sale has been raised in Timely, it can be viewed from a number of places in your account. In this article, you will learn how to view sale from the client's record.
How to view a sale from the client's record
If you are already in the customers tab, you can quickly view a list of a specific customer's sales. To do this:
1
Search for the client in the field provided. Click on the client in the list, to view their record.
2
Then, go to the sales tab of their record.
3
Click on the Invoice # in the left-hand column to view the sale. This will open the sale in the sales tab.