How to view invoice and credit note history in JobSheet

What history shows

On invoice and credit note detail screens, the History section lists recent actions on that document, for example:

• Created
• Marked sent
• Marked paid
• Voided
• Credit note issued (on credit note documents)

History helps your office see what changed and when. It is not a full accounting audit log — your accountant’s ledger remains the books.

Steps

1. Open Invoices or Credit notes and select a document.

2. Scroll to History below the line items (when events exist for that document).
3. Each row shows the action and date.

Notes

• History is recorded from when the feature was enabled on your workspace — older documents may only show events after that point.
• Draft edits before send are not listed line-by-line. Once an invoice is sent, JobSheet does not rewrite it: use Issue credit note for corrections (or Void if it was never paid). History is the audit trail of those actions.
• Payment reference and method (when entered on Mark paid) appear on the invoice detail and invoice register export, not as separate history lines.

Related guides

• Mark an invoice paid
• Issue a credit note
• Void an invoice