For instructions on how to view invoices in leads click here.


For an -in-depth understanding, please refer to the example below. 


Jane (merchant), wished to view invoices of her lead - Brian Williams. From Core Setup she clicked on the Lead module. By default, she was brought to the Lead segment. She proceeded to click on Brian's name, bringing her to the Lead Details segment. 

 



Jane glanced over and clicked on the Invoices segment. Jane could now view all of Brian's invoices. 





T o view a more detailed version of the sales transaction Jane could have clicked on the View button under Actions to acquire complete Sale Details and Sales Detail.