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Locate your sales invoices

Created on  | Last modified on 

Summary

How to search for and find customer invoices in Sage Accounting.

Description

We've set the default date range on document lists to the last 30 days. If the invoice is outside this range, it doesn’t appear on the list. To resolve this, change the dates.

Resolution

Find a customer invoice

  1. Go to Sales then Sales invoices.
  2. Adjust the From and To date fields to include the date of the invoice.

    TIP:

    Consider future dates for post-dated invoices.

  3. Select More, then set the Status dropdown list to All.
  4. Select Search.

TIP:

If you can't find the invoice, widen the date range and use the amount in the search box to further filter results.