Invoices search

On this panel, you can search for particular invoices from the overall list. You can filter invoices by customer, invoice number, status, and date. Specify one or more of the search criteria listed below and click Search. Click Default filters to reset the search criteria. To refresh the results list, click Search.

Find the invoice by its number. The minimum required value is 1.

Filter invoices by the customer they are related to. Select your customer from the list.

Find the invoice by its status:

• Any – search among all invoices, regardless of their status.
• Generated – filter already generated invoices.
• Under review – filter invoices that require your review and approval. If any issues are found, you can fix them before the invoices are sent to customers.

Find invoices by the specific date within a billing period or by their issue date. By default, the system shows invoices with issue dates from the same day last month until tomorrow's date. You can adjust the period, either manually or by using the calendar. Click Calendar to pick the date.

• Covering the date – specify the exact date here. The system will show invoices from the corresponding billing period. You can either enter the date manually in “YYYY-MM-DD HH:mm” format or click Calendar to select the date and time.

• Issued period – find invoices for a specific period. Click Calendar to select the period, or manually enter the dates in “YYYY-MM-DD” format.

Turn on the toggle to see the void invoices in your search results.