Purpose Statement

Use the Advanced Search options in the Invoice List to quickly locate invoices based on payment status, invoice status, and delivery methods. These filters help users narrow large invoice lists and save commonly used searches for faster access.

Background Information

The Advanced Search panel in the Invoice List provides several filtering options that allow users to locate invoices matching specific criteria. Users can filter invoices by:

• Money Status
• Other Status
• Emailed status
• Mailed status

Once filters are configured, they can be saved as a custom view to eliminate the need to recreate the same search repeatedly.

Required Permissions

• Invoicing Module Access - User must have permission to access the Invoicing module
• Invoice List View - Permission to view and search invoice records

Video

Step-by-Step Guide

Open the Invoice List

1. Navigate to Invoicing.
2. Select Invoice List.

Open Advanced Search

1. On the right side of the Invoice List, select Advanced Search.
2. Expand Other Search Options.

Filter by Money Status

1. Locate the Money Status filter.
2. Select one of the available options:
   • All
   • No Fee
   • Paid in Full
   • Partially Paid
   • Unpaid
   • N/A

Filter by Other Status

1. Locate the Other Status filter.
2. Choose one of the available options:
   • All
   • Discounted
   • In Collections
   • Reopened
   • Voided
   • Written Off

Filter by Emailed Status

1. Locate the Emailed filter.
2. Choose one of the following:
   • Leave blank
   • Yes to display emailed invoices
   • No to display invoices that have not been emailed

Filter by Mailed Status

1. Locate the Mailed filter.
2. Choose one of the following:
   • Leave blank
   • Yes to display mailed invoices
   • No to display invoices that have not been mailed

Apply Multiple Filters

Filters can be combined to narrow results further.

Example:

• Money Status: Partially Paid
• Mailed: Yes

Select Apply Filters to display matching invoices.

Save a Filtered View

1. After applying your desired filters, select Save View.
2. Enter a descriptive name (for example, Partially Paid and Mailed).
3. Confirm the save when prompted.

The saved view will be available for future use, allowing you to quickly rerun the same search without reapplying filters.

Best Practices

• Use multiple filters together to quickly narrow invoice results.
• Save frequently used searches as custom views to improve efficiency.
• Give saved views descriptive names that clearly identify their purpose.
• Use Reset or remove individual filters when beginning a new search.

Troubleshooting & FAQs

Why aren't any invoices appearing after I apply filters?

One or more filters may be too restrictive. Remove individual filters or select Reset to clear all filters and try again.

What does the Money Status value "N/A" display?

The N/A option displays invoices that have been voided.

Do I have to save my search every time?

No. Once a view has been saved, it can be selected later without recreating the search criteria.

Can I filter by both payment status and mailed or emailed status?

Yes. Multiple Advanced Search filters can be combined before selecting Apply Filters.