Sandata Technologies Product Help Sandata Agency Management Client Client Profile Client Profile - Chart Viewing an Invoice from the Client Profile To open an invoice when viewing a client’s profile: 1. Navigate to the Client Search screen. Main Menu > Client 2. Locate and double click on the client using the search filters. 3. Click Invoices. 4. Double click on the invoice to be opened. Zendesk Designer.5.log-1117815581.zip10 KB Comments 0 comments Please sign in to leave a comment.
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