Search Invoices
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How to Search Invoices in Finance Hub
Navigate to Invoices
- Go to Finance Hub.
- Select the Invoices tab.
Filter by Payment Status
Choose a status tab at the top to filter invoice records:
- All: Displays all invoice records regardless of status.
- Draft: Displays draft invoices.
- Awaiting payment: Displays invoices pending payment settlement.
- Paid: Displays completed and fully paid invoices.
Apply Filter Options
Refine the list using the filter dropdown menus:
- Date range: Select Last 30 days, Last 1 year, or Specific date range.
- Type: Select Invoice, Monthly invoice, or Credit note.
- Provision: Filter by status (Awaiting, In Progress, or Completed).
- Created by: Select the specific team member who created the invoice.
Search Specific Records
- Click the search parameter dropdown (defaults to Invoice number).
- Choose your search field:
- Invoice number
- Wallet UUID
- Organization name
- Invoice name
- Organization UUID
- Type your query into the search bar to find matching invoices.
