Viewing Invoice History in DeliveryTrax

KB Article #7146

View the details and history of an invoice at any time within DeliveryTrax. 


To view an invoice's history:

  1. Search for the invoice in Route History. 
  2. Click View Details to open the invoice history.
    7146_InvoiceHistory1.jpg
  3. The invoice history displays.
    7146_InvoiceHistory2.jpg


From here, you can view:

  • Invoice details
    7146_InvoiceHistory3.jpg
    Information includes:
    • Invoice number
    • Charge Type
    • Any applicable notes
    • Stop name
    • Stop address
    • Ability to add notes
  • Part Details

    7146_InvoiceHistory4.jpg

    Information includes:
    • Quantity
    • Part number
    • Description
    • Price
    • Discrepancies, if applicable
    • Total price of invoice
  • Route details
    7146_InvoiceHistory5.jpg
    Information includes:
    • Route name
    • Date and time route was shipped
    • Date and time invoice was marked delivered
    • Driver
  • Timeline the invoice followed, from newest to oldest
    7146_InvoiceHistory6.jpg

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