Search invoices, bills, quotes, credit notes and purchase orders

Search in Xero for sale and purchase transactions of any status, or narrow your search to specific transaction types. You can search for repeating invoices or bills, and deleted or voided invoices, bills and credit notes. If you have the right payroll access, you can also search for payslips and other payments created through a pay run.

Your user role determines whether you can search for all transactions for the organisation, or only the transactions you've created.

Search all transactions

  1. In the Accounts menu, select Sales or Purchases.
  2. Click Search to show the search panel.

    Image of the Search button.

  3. Select the option to search through invoices or quotes, credit notes or purchase orders.
  4. In the search panel fields, enter details of the transaction you're searching for.
    • Sales search panel

      Image of the Sales search panel.

    • Purchases search panel

      Image of the Purchases search panel.

  5. Click Search.

Search transactions with a specific status

  1. In the Accounts menu, select Sales or Purchases.
  2. Click the tab with the status you want to search on.

    Image of the Search button and the status tabs.

  3. Click Search to show the search panel.

    If you're on the Summary or All tabs, Xero searches through all transactions except deleted and voided invoices, bills and credit notes.

  4. In the search panel fields, enter details of the item you're searching for.
  5. (Optional) To include search through any unsent sales transactions, click the All tab and select Unsent Only.
  6. (Optional) To include search through deleted and voided sales transactions, click the All, Awaiting Payment or Paid tab and select Include Deleted & Voided.
  7. Click Search.

Search results

  • You can sort search results by any column heading.
  • If your results span more than one page, click the page numbers at the bottom of the screen to go to the other pages.
  • Increase the number of results showing on the screen using the Showing options (10 to 200 items).
  • Search results for the Summary and All tabs only display a Status column which will display the status (and tab) of the invoice, bill, quote, credit note or purchase order.