How do I Search for Invoices?

Updated on February 28, 2019 02:51AM by Admin

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. 


search

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:


simple search result

  • 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.


 advanced search

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.

Advanced Search in Invoices App

Results will be displayed as shown in the image below:

advanced search result

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