How to search for an invoice

How To

How do search for an invoice?

Follow these steps

1. Select Selling > Invoices.
2. In the top-right corner, select the arrow beside Search to open the Search box.
   
3. This reveals a number of ways you can search your invoices as seen in the screenshot below.
   

   Customer

   Choose from your customer list. Was this an invoice for a specific customer or a walk-in customer?

   Invoice Made Between

   Choose a date range to narrow your search.

   Invoice Total Between

   Choose a range to narrow your search. This is the invoice total amount, inclusive of tax.

   Invoice is Posted

   Selections include Yes, No, and Unknown. Unknown covers both posted and unposted invoices. Posted invoices are invoices that have been saved and inventory has been removed from your store. All invoices created at the POS are automatically posted.

   Payment Method Used

   Narrow your search by any payment method including credit cards, cash, debit, and points redemptions.

   Payment Status

   Selections include Any, Paid, Unpaid, or Partially Paid. Partially paid invoices have at least one payment on them, but the balance remaining is still greater than 0.

   User

   The salesperson who made the sale.

   Invoice Number

   If known.

   System

   The POS station where the invoice was processed.

   Shift

   The shift where the invoice was processed.

   Negative Payments

   Negative payments capture things like voids and refunds. Choices include Yes, No, or Unknown.

   Multiple Payments

   Was there more than one payment type applied to the invoice? For example, a debit payment and a cash payment. Choices include Yes, No, or Unknown.

   From Customer Order

   The original customer order number. Choices include Any, Orders Only, Non-Order.

   Invoice Contains Product

   Narrow down your search to invoices that contain a specific product by searching for the SKU.

   Gift Card #

   Find an Invoice that was paid with a specific gift card. This must be a Gift Card that was purchased through the GlobalTill POS. Uploaded gift cards or gift cards from an external system are not searchable.

4. Select Submit and review your results. Large result sets will be displayed over several pages.

More Information

For more information, see the article How to view invoices paid with loyalty points.