What are you invoicing today?
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Frequently Asked Questions

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How do I use search options?

There are two ways you can search for documents, products, clients in your account.

1. ‘Quick search’:

Search for a document, a client, or a product by:

– the name of the client, product;

– document series (prefix, number, suffix), product code;

– the amount on the invoice

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But if you need a complete search system with all the documents you have ever created, then:

2. Use ‘Apply Filter’:

– Enter into the category of documents you are interested in (invoices, proformas, receipts, notices), select the criteria that interests you and generate the report. The image below shows the invoices search criteria: