Searching for an Invoice

 

Screen Navigation: Invoices - All Invoices

 

At any point, there may be a large amount of invoices in the system. Searching for a single invoice in the listing page may seem daunting.

Fortunately, CRM incorporates filters at the top of each column to aid with discovery. In addition, you can also use the Advanced Search function to further narrow down the list.

 

 

Jump directly to topic:

 

 

 

Search for an Invoice

To search for an invoice:

 

1. Go to the Invoices tab and click Invoices. The Invoices listing will be displayed.

 

2. Use the search filters on the Filter row to narrow down the list of invoice.

For more ways to filter, see Use Filters.

 

 

 

3. You can also click the Active, Pending for Approval, Approved or Invoiced tabs to only show invoices with those statuses.

 

4. Click on the invoice number, or click Actions then View, to open the invoice.

 

 

 

Search for an invoice using the Advanced Search function

To search for an invoice using the Advanced Search function:

 

1. From the Invoice listing, click Search Invoice.

 

2. This will open a drop-down menu with more specific search criteria. Fill in the information you would like to use in your search.

 

 

 

The following table provides you with more information on the available fields:

Field

Description

Customer

 Select the customer to whom the invoice will be issued.
Invoice Status Select the status of the invoice, i.e. Active, Pending for Approval, Approved, Invoiced.

BASS Entity

 Select which BASS company is issuing this invoice. For example, BASS AS, BASS CY, etc
Currency Select the currency used in this invoice.
Invoice Date Select the date the invoice is created
Include deactivated? Select this check box to include invoices that contain items from deactivated agreements in the search results.
Go directly to Invoice No. Type the Invoice number and click Go to directly open the invoice.
Due Date

Select the date this invoice is due.
Account Select the account this item falls under. For example, software development, training, maintenance etc.

 

3. Click Search. The results of your search will be displayed.

 

 

 

What would you like to do?