How to access the customer sales dashboard:

1. Search for the customer in the universal search or find the customer on the customer table.
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2. Click on the customer record.
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3. Click Sales tab

How to create an invoice from this dashboard:

1. Select Create a new invoice
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2. Select the Routing Method and fill in any required fields
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3. Click Add Invoice
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4. Edit Invoice as needed
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5. Click Save Changes

How to edit an existing invoice:

1. Scroll down to Invoices section
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2. Scan the page for the invoice that should be viewed or edited, or search using the search bar
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3. If the invoice is editable, click Edit
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4. If the invoice if not edittable click on the invoice number or the print icon to view the invoice

How to generate an AR Override code:

1. Click Generate Override code
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2. Type in the invoice num
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3. Click Generate Code

Other processes that can be completed from this dashboard: