Invoicelog

Viewing the Invoice Log in TEQ

TEQ provides a built-in Invoice Log so you can easily track all invoice-related actions such as invoices sent, credited, paid, and the users who performed these actions. The log is available for both normal trips and fixed trips.

Normal Trips

Step 1: Open the Order Window

1. Navigate to Sales → Orders.
2. Select the order you want to review.

Step 2: View All Invoice Events for the Order

Inside the order window, locate the Activity Log.

• Hover your mouse over the 💲 money icon to view all invoice events linked to the order.
  This includes:
• • Sent invoices
  • Paid invoices
  • Credited invoices
  • The user who performed each action

Step 3: View Invoice Events for a Specific Trip

In the trip table within the order:

• Find the Invoice column.
• Hover over the checkmark icon or invoice number to see invoice events related specifically to that trip.

Step 4: Open the Full Invoice Details

For detailed invoice information:

• Click on the Go to invoice link in the invoice event hover window.
• A new window will open displaying all invoice details, including:
• • Line items
  • Pricing

Fixed Trips

Step 1: Open the Fixed Trip Shift

1. Go to Sales → Fixed Trips.
2. Find the shift/order you want to inspect.
3. Click Edit.

Step 2: View the Invoice Log

Inside the fixed trip window:

• Hover over the 💰 money icon in the Activity Log to see all invoice-related events for that fixed trip.

This includes:

• Sent invoices
• Credited invoices
• Paid invoices
• User responsible for the action

🛠 Troubleshooting

I don’t see the money icon in the activity log

• The order or shift may not have any invoice activity yet.

The ‘Go to invoice’ link is missing

• Ensure an invoice has actually been created for that trip.
• Check Worklist or Invoice History to confirm invoice status.

Invoice events aren’t showing for specific trips

• Verify that the trip has been fully completed and marked as ready for invoicing.

Not all users can view the invoice logs

• Permission restrictions may apply.
  Check Settings → Admin → User Roles to ensure users have access to invoicing and order details.

Still having issues?

• Reach out to TEQ Support with screenshots and order/trip IDs for faster assistance.