Invoices may be searched and filtered using the search fields at the top of the Invoicing module. A list of results that match the entered filter criteria will be displayed.
Searching for Invoices is also possible from several other modules, including:
How to Search for an Invoice
In the main menu navigate to Customers/Debtors > Invoicing.
The Search is automatically displayed on entering the Invoicing module. Invoices are listed in descending order according to the Invoice Number below blank search boxes.
Colour Coding
Red invoices indicate that the invoices are updated and outstanding.
Green invoices indicate that the invoices have been paid.
Black invoices are newly created invoices that haven’t yet been posted to the General Ledger. These are shown as Status N.
The Search boxes on the top of the screen allow you to search by:
Invoice #
R/Plan # (Job number)
Date (Invoice Date)
Order
File
Currency
Debtor (Customer) Code
Bill To (Customer Name)
Name
Branch
Type (In = Invoice, CR = Credit note, ADJ = Adjustment)
Src (the module the invoice originated in)
Cost Ctr (Cost Centre)
St (Status)
Pd (Paid Y/N)
Select the Invoice to view further details.