Searching for a transaction by invoice

In addition to searching by payments, you can search for transactions by invoices.

  1. In the Data Entry main window click View and then select Find Transactions to open the Find Transactions window.
  2. Click the Search Invoices tab.
  3. Enter the invoice number if known.
    • You can also search by the invoice total amount. Choose a date range to narrow the list.
  4. Click the Search Invoices button.
  5. Select an invoice to review.
  6. Click Close to finish.

 

Related Links
Searching for a transaction by payment

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