There are two ways to find invoices

  1. Global Search: Use the search bar at the top of any page (or press Ctrl+K / Cmd+K) to look up an invoice by its invoice number or by customer name.
  1. Invoice List: Go to Invoicing > All Invoices to filter the full list. It has two typeahead filters plus several dropdowns:
  • Filter by customer: Start typing a customer's name, then pick them from the list. The invoices narrow to that customer.
  • Filter by product: Start typing a product name, SKU, or description, then pick it. The closest match is listed first. The invoices narrow to those that have that product on a line item.
  • Combine both: Pick a customer and a product to see only that customer's invoices that include that product.
  • You can also filter by Type (Standard, Warranty, Repair, Dealer, Refund), Status (Pending, Partial, Paid, Posted, Void, Refunded), and a date range.

For the customer and product filters, pick an entry from the dropdown for the filter to take effect. Click Clear to reset everything.

Click View on any row to open the invoice.