Invoice Search

This article will show you how to utilize the Invoice Search page:

Quick Reference Video Summary

  • The purpose of this page is to allow you to search through already created invoices while providing filtering options to help find specific invoices, if needed
  • By default, the page does not pre-load data, so a search will need to be made in order to show results on this screen
  • This page can be used to resend invoices, if needed, as well as viewing the invoice directly; while viewing the invoice you can download or email it directly from the invoice popup
  • Results can be exported to an Excel file, so that you can export specific filtered data or general invoice data