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View All Invoices for a Contact

See every invoice billed to a contact in one place to review payment history, track outstanding balances, and manage billing.

Ava Martinez
Written by Ava MartinezUpdated over a month ago3 min readBeginner

What this guide covers

This guide explains how to view all invoices linked to a contact in JobsiteOn. You will learn where to find the invoices list, how to assess a customer's billing status, and how to use this view for accounts receivable management.

Accessing the invoices tab

  1. Open the contact detail page at /contacts/[slug].
  2. Click the Invoices tab.
  3. A list of all invoices billed to this contact appears, showing:
    • Invoice number
    • Amount
    • Status (Draft, Sent, Viewed, Paid, Overdue)
    • Due date
    • Creation date

Screenshot: The Invoices tab on a contact detail page showing six invoices with a mix of Paid and Overdue statuses.

Understanding the billing history

The invoices tab gives you a complete billing picture:

Tip: Before sending a new invoice, check the Invoices tab. If the customer has overdue balances, you may want to address those before adding more to their account.

Quick actions

From the invoices tab, you can:

Animation: The Invoices tab being filtered by Overdue status, showing two invoices, and then one being clicked to open the detail page for follow-up.

Best practices

Note: The invoices tab shows all invoices billed to this contact, regardless of which property or job they relate to. Use the individual invoice detail pages for those specific links.

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