You can now access invoices and estimates through a separate browser tab using the 3-dot menu in the invoice list. This feature enables viewing and editing without disrupting your current list view.
How to Use It
- Navigate to Payments → Invoices & Estimates
- Locate the desired invoice or estimate
- Click the 3-dot menu next to the item
- Choose Edit in a new tab
- The document opens separately while preserving your list
Why This Matters
Faster Editing Without Losing Your Spot
Managing multiple invoices becomes more efficient, allowing sequential reviews and updates without interruption, particularly when handling numerous items consecutively.
Keeps Your List View Unchanged
Opening documents in a new tab preserves:
- Applied filters
- Search criteria
- Scroll position within the list
Explore this in SMBcrm
Connect a payment request to the customer record.
Explore invoicing and checkout tools, then review the setup needed for the payment flow you want to offer.
Explore commerce and paymentsAlready using this feature? Find setup help