Invoice management
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Status
Invoice #
Customer name
Customer email
Phone
Address
Created date
Due Date
  Invoice details
Price
HST
Total
Pay method
Bank Name
Account Number
Routing Number
Paid Date
Paid amount
Notes
Attachment
  • 1-1 of 1 items
  • 1
Search
For multiple fields search, the form type must be same.
 
Comment(s)
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Create forms
The form owner did not setup the related fields, so this function cannot be viewed. Please contact the form owner for more detail.
Extra setting
 
Export
Default is all items
Export as Excel
 
Highlight data
 
Online editor view
 Please choose editor view  
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Related forms query
Only administrators can create new criteria. You need to setup the search condition for main form and the related forms.
 Select one of the online sheet view  
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Data group summary (Pivot table)
Only administrators can create new criteria. Data group is used for the data summary. User needs to select the group fields and result will be shown in online sheet.
 Select one of the online sheet view  
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Report: multiple forms data summary
Only administrators can create new criteria. User needs to select the form and the related fields to generate summary. The result will be shown in online sheet format.
 Report: multiple forms data summary  
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Online sheet view

Only the file administrator can create the sheet template. Please make sure that Excel file has been imported into the system and converted into online sheets before creating templates.
 Select one of the online sheet view  
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Sorted by fields
 Sorted by fields  
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Customized display view
Generate dynamic applications
Only users with certain permissions can create dynamic applications, which are forms associated with URL fields. Please note that, for performance reasons, the number of forms should not exceed 50.
 Generate dynamic applications  
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History
Date
Workflow
Success total
Success log
Fail total
Fail log
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