Find invoice

Overview

If you need to track down a particular invoice, there are two ways to do so.

• If you know the person the invoice was issued to, you can search for it from that contact's contact card.
• If you do not know who it was issued to you can do a search through all invoices from the Finances tab using the invoice date, invoice number, comments (internal notes), or other information you may have.

List of all invoices

To list all your invoices, click on the Finances tab.

Above the list you have several options for searching. Using the drop down box indicated in the screen shot below you can select the date range the invoice was issued in or select it manually using the date selection boxes beside it. Click on [Apply] to update the results

Below this you have a drop down list to filter the results. The options you can choose from are:

• All
• With open balances
• Manual invoice
• Member application
• Member renewal
• Member level change
• Event registration

Beside this list you have a key word search that will filter the list further as you enter text. The number of results found are shown to the right as well as a drop down to navigate to additional pages if there are many results.

Each record will show:

• The date the invoice was issued
• The invoice number
• The contact
• How the invoice originated
• The amount of the invoice
• The status of the invoice

If any notes were added to the invoice it will show below those items on the results page. If there is an outstanding balance there will be an icon of an exclamation mark in front of the date as well as a button to record payment under the Status column.

You can then click on the invoice number to view the invoice details

Invoice for a particular person

If you know the person the invoice was created for, open their contact card by going to your Contact database and clicking on the contact you wish to view. From here, click on the Financial transactions link at the top right to view all invoices belonging to that contact.

On this screen you will have a filter drop down list with the same choices as above and a keyword search that will filter the list further as you enter text. The number of results found are shown to the right as well as a drop down to navigate to additional pages if there are many results.

If any notes were added to the invoice it will show below those items on the results page. If there is an outstanding balance there will be an icon of an exclamation mark in front of the date as well as a button to record payment under the Status column.

You can then click on the invoice number to view the invoice details

See also

• Invoices - Overview
• Record Payment and Settle to Invoice
• Payments - Overview