History
As part of our new Portfolio release, we're excited to include an all-new feature, the History tab. This tab provides updates on the latest occurrences within your portfolio, such as delivery statuses, sales and order updates.
Invoices
For your convenience you can also download invoices, delivery notes and any associated documents from the History page. If you have an outstanding invoice you can go straight to the Invoices page from the History tab by clicking Pay invoice. For more please visit our guide to invoices.
Filtering
Much like on the other tabs, you can filter the content of History. In this case you can filter by the different types of item within the page, orders, sales, deliveries and transfers.
Back to the Portfolio overview page