Search for Sales Invoices that are under Preparation

Use the Sales Invoices under Preparation submodule to search for sales invoices that are under preparation.

To use the Sales Invoices under Preparation submodule, you must have access to Tasks as defined in the User Access Rights submodule under Settings.

To search for a sales invoice that is under preparation:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks screen, click Follow-up > Sales Invoices under Preparation.
  3. On the grid toolbar, use the Search field to enter a keyword associated with the sales invoice that is under preparation.