TIP: Finding an Invoice for a Payer

There are a couple ways a user can find an invoice for a Payer:

Through their finance account:

• Go to the Payer’s account
• Select the Finance Tab
• Select the Receivables tab
• Under the Statements tab:
  • To view the statement, select the PDF icon to the right of the customer statement
  • To email out the statement, select the Email icon to the right of the customer statement

Through the Find Document:

• Go to Accounts Receivable
• Select Find Document
  • In the GL Document Finder screen:
    • Enter the Payer’s name in the “Contact Name” field
    • click GO
    • The GL documents will appear
    • To view an invoice > click the Edit Pencil icon found to the left of the line item