Find invoice

To find an invoice click the magnifying glass icon on the toolbar.

Click the Invoice Search tab.

The search can be based on:

  • the invoice number
  • for a bill to company
  • the invoice amount: you can specify minimum and/or maximum amounts
  • This option is useful when you can't find an invoice to match a certain amount, such as a payment.

As with a document search:

  • the search can be narrowed down by date range, team, category and/or office
  • the list of search results has some list tools: you can sort and filter it

When you select a result and click Locate this takes you to the case and the invoice you have selected. Alternatively, you can click Open to open the invoice immediately.