Two document relationships need separate views
A bill issued to your customer and an invoice issued to your business serve different purposes. The current Bills & Payments screen separates those lists rather than mixing every PDF into one stream. Begin by choosing the relationship you are investigating.
Inspect before forwarding
The list identifies document information and opens a preview. The preview loads the existing PDF and offers a deliberate Save / Share action. That gives you a chance to check the number, recipient and amount before it leaves the app. Opening a preview is not the same as issuing a new document.
Do not confuse a bounded list with complete history
The inspected screen requests the first 30 records of each list. A loading failure can also leave an empty result. If a known document is missing, refresh and inspect the related order before concluding that it was deleted. Keep the reference for a focused support report.
Make record handling explicit
Downloaded files can remain on the device after sign-out. Use an appropriate storage and sharing routine, especially on shared phones. This page does not promise an accounting-system integration, unlimited historical pagination or automatic filing. Evaluate those needs separately from the document list and preview capability.
Bring this checklist to your evaluation
- Correct issuer selected
- Document number checked
- Preview read before sharing
- Private handling of downloaded PDFs
Check the workflow that matters to your business
Read the relevant setup and troubleshooting guide, then explore getting started with oBizee. Confirm current account availability and terms before committing.