How to search for an invoice

Quick Search:

1. From the Home Tab, Select Invoices in the Document type to search.
2. Select Google from Customer Drop down menu.
3. Enter Document # , if known. Select Date Range, up to 90 days for Invoices and Click Search.

Refined Search:

Allows a refined search of Invoices within up to 90 last days.

1. Search Filters from Invoices.
2. Enter the criteria to build the desired search filter.
3. Click Search.

[ALTERNATE STEP] Alternatively, Invoices can be searched from:

• Workbench > Invoices > Edit filter by choosing from the below:
  • Customers
  • Invoice number
  • Order number
  • Creation date
  • Invoice status
  • Invoice Type
  • Routing status
  
• Invoices search bar from the drop down option on the homepage and entering the Invoice Number