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

As an alternative to browsing each tab in Sales or Purchases, you can perform a simple search for sales invoices, bills, quotes, credit notes and purchase orders in any status. If you have the appropriate payroll access, you can also search for payslips and other payments created through a pay run within Purchases.

Depending on your user role, you can search for only the transactions you created, or all transactions for the organization.

Search all tabs

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

      Image showing sales search panel.

    • Purchases search panel

      Image showing Purchases search panel.

  3. Enter details of the item you are searching for in the search panel fields.
  4. Click Search.

Search specific tabs

Narrow your search to the sales invoices, bills, quotes, credit notes and purchase orders to a specific tab.

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

    Image of the Search button and the status tabs.

  3. Click Search to show the search panel.
  4. Enter details of the item you are searching for in the search panel fields.
  5. Click Search.
    • If you search from the Summary and All tabs, all bills, invoices, quotes, credit notes and purchase orders (except deleted and voided invoices, bills and credit notes) will be searched over.
    • If you want to include deleted and voided invoices, bills and credit notes in your search, go to the All tab and check the box for Include Deleted & Voided.
    • If you search from the Repeating tab, you can search for repeating invoice or bill templates.

Search results

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

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