Using the Find Feature in Invoices

Users may conduct searches on the Invoices page by using the search bar to the right of the screen or by selecting the “Find” button. Users may search for invoices by selecting a combination of search criteria. These criteria are sorted into five categories: Basic, Order, Internal, Parties, and Search Tags (Keys). Note: the "Restore Last" button in the Find window allows users to automatically restore the last search made by the user.

1. Navigate to the Invoices page.

2. Select the “Find” link in the search bar.

3. The “Find Invoices” window will appear.

The Basic Tab

Use this tab to search by general invoice information.

• Invoice #- search by the invoice number
• PO#- search by purchase order number
• ASO- search by sales order number
• MFG Order- search by vendor order number
• Project- search by project name
• Invoice Date- search by invoice entry date
• Update Date- search by invoice update date
• Payment Received- search by payment received date
• Invoice Entry- search by invoice entry date
• Invoice Status- search by the selected invoice status
• Disputed- search disputed invoices
• Commissioned- search commissioned invoices
• Sell- search customer-side invoices
• Buy- search vendor-side invoices
• Has Payment- search invoices that have received payment
• Has Receivable- search invoices that have money due to you
• No Payments- search invoices that do not have payments
• Has Payable- search invoices that have money due to a vendor
• Close Sales- search invoices where the order has been closed
• Deposit Invoice- search invoices that are a deposit
• Not Deposit Invoice- search invoices that are not a deposit
• Deposit Used- search invoices with deposits on them

The Order Tab

Use this tab to search for invoices based on order information.

• Order Status- search by order status
• Order Type- search by order type
• PO Entry- search by purchase order entry date

The Internal Tab

Use this tab to search for invoices based on internal information.

• CSR- search for invoices by the selected customer service representative
• Quoter- search for invoices by the selected quoter
• Account- search for invoices by the selected sales account
• Workgroup- search for invoices by the selected workgroup
• Resell Company- search for invoices by the selected resell company

The Parties Tab

Use this tab to search by entities involved with the job.

• Manufacturer- search for invoices by the selected manufacturer
• Parent Manufacturer- search for invoices by the selected parent manufacturer
• Customer- search for invoices by the selected customer
• Parent Customer- search for invoices by the selected parent customer
• Specifiers- search for invoices by the selected specifier
• Representative- search for invoices by the selected representative

The Search Tags (Keys) Tab

Use this tab to search by custom search tags, which store job information unique to your agency.

• Not Specified- check this box to see invoices that do NOT have the search tag selected