When searching for particular invoice(s), you can use the advanced search tool to easily filter invoices and find the specific one(s) you're looking for.
To use the advanced search tool:
- Click on Invoices in the top navigation bar
- Select All in the drop-down menu
- Click on the
icon at the bottom left of the screen - A search window will appear. Click on the "+" icon to add a new rule.
- Here, you have the option to view and add a new rule. Select the field you would like to search by in the drop down menu.
- Different fields/columns may have different options for how you can filter it:
- For text fields, you can search for terms that the field: Contains, Does not contain, Equal, Not equal, Begins with, Does not begin with, Ends with, and Does not end with.
- For amount and date filters, you can also search for invoices where the value is Less, Less or equal, Greater, and Greater or equal to the value you specify.
- After entering your filters, click the
icon to see only invoices that much your filters. - To add an additional filter, simply click on the "+" icon and add a new rule.
- To remove a filter, simply click on the "-" icon on the right side to remove the rule.