
Invoicing User’s Guide September 2010 39
Managing Your Invoices
Searching Invoices
3
About the Basic Filters
Basic filter contains predefined filters for some of the most common searches you might need.
With one click, Basic filter displays the invoices that match the search criteria.
If you need to narrow down the list of invoices more than Basic filter allows, use Advanced
filter instead.
About the Advanced Filters
Use Advanced filter to filter your searches by almost every top-level invoice value. Advanced
filters are useful when you need to search for specific invoice data.
You can apply the following filters.
Filter Results
All active All invoices that have not been archived.
Unsent Saved invoices.
The invoice status is Draft.
Unpaid Sent invoices that have not been paid.
The invoice status is Sent.
Paid Paid invoices.
The invoice status is either Paid or Marked as paid.
Past due Sent invoices that are past their due dates.
Filter Search Criteria
Email Enter all or part of the recipient’s email address.
Recipient name Enter all or part of the recipient’s first and last name.
Company name Enter all or part of the recipient's company name.
Invoice number Enter all or part of the invoice number.
Status Select an invoice status.
Archived items No additional criteria.
See “Archiving and Unarchiving Invoices” on page 58 for information about
archived invoices.
Amount Enter an amount range in the two boxes that display.
Currency Select a currency.
Memo Enter memo text or keywords that might appear in invoice memos.
For example, if you typically include a memo about special discounts, search for
discount.
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