Invoice Management & Invoice Search

If you have having trouble finding a particular invoice or an invoice batch, the information below will help you find what you need.

How to filter for individual invoices or invoice batches:

1. Click on Invoicing located on the navigation bar.
2. Click on Show Filters. 
3. Click on the Type filter to open the drop-down and select "Batch" or "Invoice" to update the data table. 

 How to filter for specific invoices:

1. Click on the Invoicing tab.
2. You can enter an invoice number, client name, project name, etc. in the invoice search bar to quickly pull up a list of invoices matching your search parameters.
3. Click on Show Filters for more advanced filter options and set the filters as needed for the invoice(s) you are searching for.
4. Click on Clear Filters to reset your Invoice Search.

How to modify the Invoice Search screen using the User specific columns options:

1. Click on the Invoicing tab.
2. Click on the Gear Icon on the upper right corner of the tables.
3. Check the boxes next to the desired columns you want to appear on the screen.
4. Your table will adjust based on the columns you chose. 
5. Click on the Gear Icon again to close.

How to print desired Batch/Invoice(s) at once:

1. Click on the Invoicing tab.
2. Check the box located on the left side of the screen.
3. Click the blue Print button located in the upper right.