Alexa Best Small and Medium Business CRM Software - ConvergeHub

Invoice Details

You can view the details of an Invoice by clicking on the respective invoice in the Invoice Listing page. You will be able to view the details of the Invoice through the Tabs i.e. General, Details, Address, Other and Tags. You will also be able to view all the updates on the corresponding Invoice through the Feed tab.

  • The invoice can be added to your favorites by clicking on ConvergeHub.
  • The invoice can be followed by clicking on ConvergeHub. By doing so, you will be able to receive all the invoice status change and update in the feeds.
  • You can edit the invoice detail by clicking on the ConvergeHub link.
  • Information about the invoice such as Assigned To, Deal Name, Contact Name, Account Name, Quote Name, Carrier, Sales Stage, Due Date and Comments is displayed under the General category.
  • The Details tab includes information on Invoice such as Product Name, Qty, Unit Rate, Sales Rate, Tax%, Tax and Total. It also displays the Grand Total obtained after applying Discount, Tax and Adjustments.
  • The Address tab displays the details of the Billing Address and Shipping Address for the Invoice.
  • The ConvergeHub will take you to the previous page.
  • The ConvergeHub icon helps you add notes to the quote.
  • You can Copy, Edit and Print the invoice by clicking on the action drop down.
  • You can put your Comments on the Comment field and can view Comments of others.

Feed Tab

You can view all the updates on the corresponding Invoice through the Feed tab.

  • You can share link from the ConvergeHub option.
  • You can write your own comment in the comment box and share it with other users by clicking on the ConvergeHub tab.