How to Locate an Invoice, Payment or Deposit

Find Invoices and Payments is a tool that allows you to search for invoicing transactions, drill into data and export the results.

Overview

Find Invoices and Payments is a tool that can be used to retrieve and analyze invoicing data.  The data can be from Invoices, Payments or Deposit type transactions and can be analyzed and exported for reporting purposes.  In addition to reviewing data, you can use the tool to record payments against invoice, void transactions that may need to be adjusted and resend an invoice.

Using Find Invoices and Payments

To launch Find Invoices and Payments, navigate to Invoicing>Find Invoices and Payments.

The following screen will appear:

Find Invoices and Payments 1

Enter the following filter information and press Search for the results.

Invoices, Payments, Deposits

This filters the data down to a single transaction type.  If you are looking for all of the invoices generated for the last month, you would select invoices and enter a date range for the prior month. 

Department

This filters the data to the selected invoicing department.  Invoicing departments are used to separate financial transactions for the various billing entities in your organization.

Transaction Dates

This is the date range for the transactions to be retrieved. This is not the date range of events, but rather the date the invoice was generated or the payment was posted to the invoice.

Invoice Delete Invoices (Payments or Deposits)

Allows the inclusion of data that has been marked as 'deleted'.

 

 

Results 

Find Invoices 2

Above is an example of the results screen for invoice data.  From this screen, you can perform several functions:

  • Review / Resend Invoice - Click on the invoice number to review the invoice and resend it
  • Add a payment - This allows you to record a payment against the invoice
  • Review audit history - This allows you to see when the invoice was created
  • Delete the invoice - To delete an invoice that may have been created in error
  • Export the data - Exports the results PDF or Excel