Search Invoices Report

Overview

The Reports > Invoices > Search Invoices report allows you to search for specific invoices created in your entity.

You can filter the report using a number of criteria, including Invoice Number, status, Invoice Item Type, source, date range, and amounts.

To write off an invoice from the Search Invoices report:

1. Tick the checkbox to select the invoice.

2. Click With selected Invoices > Write-off options.

3. Select the write-off option to apply.

You are also able to create a new invoice in the top right of the report. When you click ‘New Invoice’, this will create a draft invoice where you can manually enter the invoice data.

On-screen Columns

The on-screen view of the Search Invoices report will include the following data:

• Invoice
• Issue Date
• Due Date
• Currency
• Total
• Outstanding
• Delivery
• Status

Export Options

You can export the on-screen view of the report in .pdf format or download the Normal CSV, which contains the following fields:

• Entity Name
• Branch Region
• Branch
• Division
• Due Date
• Top Level Customer ID
• Top Level Customer Name
• Customer ID
• Customer
• Billing Group ID
• Billing Group
• Invoice ID
• Invoice #
• Issue Date
• Currency
• Total
• Outstanding
• Delivery
• Status