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 organization, or only the transactions you've created.

Search all tabs

  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 item 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 specific tabs

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

    Image of the Search button and the status tabs.

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

  3. Click Search to show the search panel.
  4. (Optional) To include search through deleted and voided transactions, click the All tab and select the Include Deleted & Voided checkbox.
  5. In the search panel fields, enter details of the item you're searching for.
  6. 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.