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Learn how to search for different types of Invoices.
Start in the Invoice Module.
Click Invoices.
Use the Search Parameters at the top to filter different types of Invoices.
Click Search.
Any Invoices that match these search fields will show up below.
Index for Invoice Filters
Index for Invoice Filters
Invoice No.
Search for exact invoice number.
Order No.
Search for the Order Number the Invoice is for.
Created Date From and To
Search for all Invoices that were made within a specific date range. Dates do not have to be closed.
Invoice Date From and To
Search for all Invoices that are to be paid in a specific date range. Dates do not have to be closed. The Invoice Date is usually the same as the Order Delivery Date.
Payment Type
Was the Order paid for On Account, by Card, or Other?
State
Search by the "state" of the Invoice to only see invoices that are:
Not Printed
Not Exported
Not Emailed
Customer
Search Invoices made for a specific single Customer.