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Search for Invoices

Use the filters to search for specific Invoices

Stephen Kuhn avatar
Written by Stephen Kuhn
Updated over a week ago

Read Time: 1 minute

Learn how to search for different types of Invoices.

  1. Start in the Invoice Module.

  2. Click Invoices.

  3. Use the Search Parameters at the top to filter different types of Invoices.

  4. Click Search.

  5. Any Invoices that match these search fields will show up below.

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.

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