Locate An Invoice

Go to Invoices and scroll down to view the Invoice Summary section.

To locate an invoice:

  1. Click the Filter icon.
  2. Select a filter option to use. Options available are: CurrencyCustomer IDDue DateDate CreatedEmail AddressFirst NameInvoice AmountInvoice NumberLast NameLast Payment DatePaid Amount, or Status.
  3. Add the criteria to search on and then click Add Filter.
  4. The Invoice Summary table will update to show only the invoices with your selected criteria.