How to view invoice versions in JobSheet
History on the invoice
- Open the invoice detail screen.
- Scroll to History.
- Review events such as Created, Marked sent, Marked paid, Voided, and credit note actions.
History shows who changed status and when, for staff accountability.
Document snapshots
When JobSheet issues or emails an invoice, it may store a snapshot of line items and totals at that moment. This preserves what the customer saw even if you later issue a credit note on the live invoice.
If your workspace shows View versions or a snapshot list on the invoice, open it to compare archived JSON to the current lines.
Tips
- Sent and paid invoices cannot be edited. Corrections use Issue credit note.
- Snapshots support disputes and accountant handoff, not full legal document management.
- Export register CSV from Reports for period-level audit.