Showing the most recent sales invoices for a customer

While checking a customer’s information or sales invoices, you can easily view the 3 most recent sales invoices for the customer using Copilot Insights.

To see the most recent invoices for a customer:

1. Open the customer’s information or a sales invoice.

   Third parties > Customers
   Sales > Sales invoices

2. Open the Copilot screen (Copilot Insights).

Copilot generates an overview of the 3 most recent sales invoices.

You can select the invoice number to navigate directly to the chosen sales invoice.