Search for Partial Invoice Records

Use the Invoice submodule to search for records in partial invoices of selected jobs.

To use the Invoice submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To search for a record in a partial invoice:

  1. On the main toolbar, click Jobs .
  2. On the side toolbar, click Jobs List and highlight the job with the partial invoice record that you are looking for.
  3. On the side toolbar, click Invoice.
  4. On the grid toolbar, use the drop-down list to select the partial invoice with the record that you are looking for.
    Alternatively, click Open invoice list and in the Invoice List dialog box, highlight the partial invoice with the record that you are looking for.
  5. Click the Partial Invoice tab.
    Note: This tab is only visible when a Partial Invoice is selected.
  6. Use the Search field to enter a keyword associated with the partial invoice record.