The Documents tab of a business partner lists the documents you have with that customer or supplier, such as invoices, credit notes, quotes and receipts. This article explains how to open the tab, find a document and open it.
Opening the Documents tab
Open Business partners.
Double-click the customer or supplier.
Click the Documents tab.
The list shows the type, folder, document date, document number, status and total amount of each document.
Finding a document
To look for a specific document, use the Search field above the list.
To narrow down the list:
Click Filter.
Choose what to filter on: Type, Folder, Document date, Document, Status or Total amount.
Select the values you want, then click Apply filter.
For example, select Purchases under Folder to see only the purchase documents from that partner.
Opening a document
Click the document number to open the document.
You can also click the three dots at the end of the line:
View details opens the document.
Go to Sales invoices opens the app the document belongs to. The name changes with the document.
FAQ
Why is a document missing from the list?
The list only shows documents linked to this partner. If Banqup did not match a document to the right customer or supplier, it does not appear here. See How Banqup matches documents to your customers and suppliers.
Can I see the invoices of one supplier without opening their profile?
Yes. In Purchase Invoices, click Filter and select the supplier under Supplier. This shows only purchase invoices. Use the Documents tab to see every type of document together.