Quotes, invoices & money

Understand a total

Reviewed: 2026-10-15

Open a summary amount to see the records and calculation behind it.

Step-by-step guide

1. Select a total card or an underlined chart or report amount. The breakdown keeps that view’s branch, date and customer scope.
2. Review each contribution, then choose View source. Invoice records also offer Open original record. Use Back to breakdown to return.
3. Opening balances, budgets and forecasts are labeled when they are illustrative assumptions. They are not presented as verified transactions.

Features depend on your plan, permissions and enabled provider connections. These guides explain tasks; reading a guide does not perform an action or confirm completion.