How to find an invoice or filter the invoice list

Name: Arkon One: How to find an invoice or filter the invoice list
Duration: 55 s
Description: How to find an invoice or filter the invoice list. A step-by-step walkthrough of the screens, buttons and fields involved.

Next lesson: Why is an invoice in Draft and how do I approve it →

How to find an invoice or filter the invoice list. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

Open Billing & Finance → Invoices (Invoices).
Use the tabs All, Open, Overdue, Paid, Draft and Void.
Type an invoice number or customer name in the search box, choose a Type, or set a from and to invoice date and press Filter.
Click a row to open the invoice.

Tip

The list shows up to 300 rows; use Export (CSV, Excel or PDF) to get every row that matches your filters. The global search also finds invoices by number.

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