View a purchase invoice in the detail pane

When you select a purchase invoice, Protiva opens a detail pane showing the source document, the log and the invoice details next to a narrow navigation list. This lets you quickly browse through your invoices without leaving the list.

Open a purchase invoice in the detail pane

1. Go to Purchase invoices;

2. Click the row of the purchase invoice you want to view — the detail pane opens on the right with a narrow list on the left;
3. View the source document on the Preview tab, which is open by default;
4. Click the Log tab to consult the log with creation, edit and payment events;
5. Click the Notes tab to read or add notes for the invoice;
6. Click Edit to edit the invoice;
7. Click Mark as paid to book a payment (this button only appears for booked, outstanding invoices);
8. Click Close to close the detail pane and return to the full list.

In the narrow list on the left you can search and filter to quickly navigate to another invoice without leaving the detail pane.