Learn how to search for invoices by:
To search for an invoice or invoices, do the following:
- Click Sales > Invoices in Flare's main menu (1 and 2 below).
- Click the filter icon (3 below).
- Select a search type tab (4 below) to search by Customer, Invoice Date, Due Date, or Status.
Search for invoices by customer's company name
- Click the filter icon (1 below) and click the Customer tab (2 below).
- Type the company name (3 above).
- Click Apply (4 above) or press enter on your keyboard. All invoices issued to the customer will appear in the list.
Search for invoices by invoices date
To search for invoices by the date they were recorded, do the following.
- Click the filter icon (1 below) and click the Invoice Date tab (2 below).
- Choose a date range: pick a "From:" date and "To:" date (3 above).
- Click Apply (4 above). A list of invoices recorded within the date range will be displayed.
Search for invoices by due date
- Click the filter icon (1 below) and click the Due Date tab (2 below).
- Choose a date range: select a "From:" date and "To:" date.
- Click Apply (4 above). A list of invoices due within the chosen date range will be displayed.
Search for invoices by invoice status
- Click the filter icon (1 below) and click the Status tab (2 below).
- Check a checkbox (or combination of checkboxes) to search by Paid, Current, Void and Past Due (3 above).
- Click Apply (4 above). A list of invoices matching the status criteria you checked will be displayed.
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