To view all invoices, use the ‘jump to’ button and select invoices. From there you can adjust exactly which invoices you want to view.
Alternatively, use the ‘Records’ tab at the top of your TagMin screen. When TagMin says ‘Records’, what they really mean is financial statements.
When you create a job record, fill in as much information on the job as you can, if it hasn’t already copied over automatically. Use the notes field.
How to find “jobs to be invoiced”: pull up from ‘Reports’ by selecting the ‘Invoices’ tab. Use drop down menu in “Filter by type” and select ‘Jobs due to be invoiced’