Using Advanced Search - Invoice Status Fields

Using Advanced Search - Invoice Status Fields

Purpose

  1. The purpose of this Knowledge Base Article is to demonstrate the use of Advanced Search to determine Money Status, Other Status, Emailed, and Mailed for Invoices.

Video


Instructions

1. Click on Invoicing.


Click on Invoicing.



2. Click on Invoice List.


Click on Invoice List.



3. Click on Expand Advanced Search.


Click on Expand Advanced Search.



4. In the Money Status Field, there are 4 options, choose which ones to apply.
  1. No Fee – When balance on the Invoice is $0.00 when it is created.
  2. Paid (In Full) – The invoice has been paid and there is no remaining balance.
  3. Partially Paid – A partial payment has been applied to the Invoice.
  4. Unpaid – Invoice created and no payment has been received.

In the Money Status Field, there are 4 options, choose which ones to apply.



5. In the Other Status Field, there are 4 options, choose which ones to apply.
  1. Discounted – A discount has been applied.
  2. In collections – An invoice has been marked as in-collections.
  3. Reopened – A Fully Paid Invoice has been reopened.
  4. Write-off – An Invoice has been marked as a write off.

In the Other Status Field, there are 4 options, choose which ones to apply.



6. The Emailed field can be set to Yes or No to view the Email Status for the Invoice.


The Emailed field can be set to Yes or No to view the Email Status for the Invoice.



7. The Mailed field can be set to Yes or No to view the Mail Status for the Invoice.


The Mailed field can be set to Yes or No to view the Mail Status for the Invoice.



8. Saved Views can be used to save the filters that you will need to use periodically.


Saved Views can be used to save the filters that you will need to use periodically.


9. Enter a Name and select Saved.


Enter a Name and select Saved.


NOTE: Additional Advanced Search Fields other than the ones demonstrated here could be useful for you.


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