Managing invoices can sometimes be tricky when you need to look at multiple documents but don’t want to lose your spot in the list. Here’s an easy way to open and edit any invoice or estimate in a new browser tab, so you can work more efficiently without interruptions.

📌 Why This Matters

When you handle several invoices or estimates, it’s common to lose track of where you were in the list while editing. Opening an invoice in a separate tab keeps your original list intact, saving you time and hassle. This way, you won’t have to reset your filters, scroll back to your place, or redo searches, making it easier to review and update multiple invoices quickly.

✨ What’s New

• Open invoices and estimates in a new tab: From the options menu, you can now open any invoice or estimate in its own browser tab.
• Edit without losing your place: With a separate tab for editing, the main list remains untouched, keeping your current filters and scroll position.

🛠️ How to Use It

1. Step 1: Go to the Payments section and select Invoices & Estimates.
2. Step 2: Find the invoice or estimate you want to view or edit.
3. Step 3: Click the 3-dot menu next to that invoice.
4. Step 4: Choose the option to “Edit in a new tab.” The invoice will open separately, letting you work without losing your place.

💡 Pro Tip

Opening invoices in new tabs lets you quickly compare and update multiple billing documents, helping you keep your accounts accurate and up-to-date while saving valuable time.