How to Search for a Specific Invoice

Overview

This article explains how to search for a specific invoice directly from the Customer List screen using the Invoice search feature. Instead of browsing through a customer's full invoice history, you can look up any invoice quickly by entering its invoice number.

You will need the invoice number before beginning this process.

How to Search for an Invoice

Follow the steps below to locate a specific invoice from the Customer List screen.

1. Go to the Customer List screen. Navigate to the Customer List in the system.
2. Click Searches. Locate and click the Searches option in the toolbar.
3. Select Invoice. Choose Invoice from the search options presented.
4. Check the box next to the Invoice type. Select the appropriate Invoice type by checking the corresponding box.
5. Enter the invoice number. Type the invoice number only into the provided field. Do not include any additional text or characters.
6. Click OK. Confirm your entry to run the search and retrieve the invoice.

Related Articles

You may also find the following articles helpful when working with invoices and searches in Cornerstone Billing Solutions:

• How to Search by Check Number — for locating a specific check payment from the Customer List.
• How to Generate a Recurring Automatic Invoice — for inserting a recurring automatic invoice from a customer's Invoice History.
• How to Create a Product Invoice — for generating a one-time product invoice from a customer account.
• How to Post a Payment to a Customer Account — for applying a payment against one or more outstanding invoices.

Need Additional Help?

Our Customer Success team is here to assist you.

Phone: 847-405-9517 x1
Email: customer.success@alarmbills.com

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