FAQ: How do I View Already Processed Invoices?

To review:

There are different ways you can view an already processed invoice.

1. Through the Payer’s Account
2. Through the Find Document
3. Through the Invoice List Reports

1. Through the Payer’s Account
   • Go to Contacts > Search for the Payer
   • In the Account, click on the Finance tab
   • Select the Receivables tab
   • Select the Accounts tab
   • Documents with the prefix = CIN are Invoices
   • Click on the Edit pencil to view details

NOTE: System generated (batch invoices), cannot be voided. These will be marked as “restricted”

2. Through the Find Document

• Go to Accounts Receivable
• Select Find Document
• Enter data into fields as per search required
• Quick options:
  • Search Text = enter the document number if you know it > click GO
  • OR
  • Contact Name = enter the payer’s name > Click GO
  • OR
  • Document Types = Select Customer Invoices > Click GO
• Try different options to see what works best for your search

3. Through the Invoice List Report

• Go to Reports
• Select Accounting
• Select Billing
• Select Invoice List
  • Enter data into fields as per search required
  • View style = different PDF and CSV layouts
• Click GO to display report