Quick Search:
- From the Home Tab, Select Invoices in the Document type to search.
- Select Google from Customer Drop down menu.
- Enter Document # , if known. Select Date Range, up to 90 days for Invoices and Click Search.
Refined Search:
Allows a refined search of Invoices within up to 90 last days.
- Search Filters from Invoices.
- Enter the criteria to build the desired search filter.
- Click Search.
[ALTERNATE STEP] Alternatively, Invoices can be searched from:
- Workbench > Invoices > Edit filter by choosing from the below:
- Customers
- Invoice number
- Order number
- Creation date
- Invoice status
- Invoice Type
- Routing status
- Invoices search bar from the drop down option on the homepage and entering the Invoice Number