Find an invoice

On the Invoices page, select filters to find matching invoices, and use the search bar to find a specific invoice. You can filter by invoice status, customer name, and date range, and search by invoice number.

Invoices are grouped by status under three tabs: Draft, Unpaid, and All Invoices.

• Draft: Invoices with the status Draft
• Unpaid: Invoices with the status Unsent, Sent, Viewed, Partial or Overdue
• All invoices: Invoices with any status

If you're having trouble finding an invoice, ensure you’ve selected the correct tab.

Find an invoice in your web browser

Find an invoice in the mobile app

Find an invoice in your web browser

1. On the left-side menu, click Sales & Payments > Invoices.
2. Below the filters, select the relevant invoice tab.

3. To filter, you can select a customer name and invoice status from the drop-down menus and select a date range.

   To clear a specific filter, click the X next to it. To clear all active filters at once, click Clear filters.

4. To search, type the invoice number in the search bar.

Find an invoice in the mobile app

1. On the bottom menu, tap Sales > Invoices.
2. At the top left, tap Filter.
3. In the pop-up, you can select a customer, invoice status, and date range.
4. To search for a specific invoice, enter the invoice number.
5. Tap Apply to view the filtered or searched invoices.
6. To remove filters, tap Clear filters.