How do I Search for Invoices?

Invoices App allows you to perform a simple as well as advanced searches. Let's have a look.

• Simple Search

Simple search allows you to search using a single search field located in the header bar. 

The simple search takes one search string as an input and searches across several fields including:

• Invoice # - Invoice Number
• Customer – Customer Name

Results will be displayed as shown in the image below:

• Advanced Search

Advanced search allows you to search using multiple search fields. You access advanced search by clicking the down arrow in the simple search field in the header bar.

Note: Advanced Search in Invoices app allows you to search using the fields available in the Master Layout of the Invoices App except for the Services & Items section. You can advance search the Date fields using the functional attributes.

Results will be displayed as shown in the image below:

Related Links 

• Create a new invoice
• Edit an Invoice after Sending it