To search for an invoice, please follow the steps below:
1. Go to Sales > Invoices, and then select List All Invoices from the drop-down options.
After selecting List All Invoices, a screen will appear listing all of your current invoices.
2. Press Search tab to specify the appropriate search criteria.
You can enter any of the following parameters to narrow down the list of invoices:
- Invoice No.
- Customer
- Line Item Description
- Payment Method
- Status
- Invoice Date
- Due Date
- Date Paid
- Total Due
3. Press the Search button when you're ready to proceed.
If there are no records to display, the search form will return "No Records Found".
If you want to go back to the default list view, press the Reset tab.
Available management features are listed below:
- Create New Invoice - by clicking this button, you can go to New Invoice page to create an invoice.
- Customer Summary - this provides a single place to quickly locate and manage any customer account. All customer's data and services are available here.
- Edit Invoice - from here you can update the invoice information.
- View & Print - allows you to view and print the invoice.
- Download PDF - allows you to download the invoice as a PDF file.
- Email as PDF - by using this link, you can email the invoice to the customer.
- Delete Invoice - allows you to delete invoice/s.
- Update Invoice Status - allows you to update invoice/s status.
If you have any issues, please feel free to contact our Support Team.
How to convert a quote into an invoice