CommBilling allows you to easily view and filter past invoices by various criteria such as date, or customer, invoice number. Follow these steps to manage and locate specific invoices:
Method 1: Filter Invoices by Customer
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Navigate to the sales documents section and click on the invoices tab
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At the top of the Invoices section, find the search bar and search by invoice number or customer name
Method 2: Filter Invoices by Date
- Click on the date field to select a specific date range for the invoices you want to view.
- After selecting the desired date range, click Apply to filter the invoices within that period.
By using the search and date filters in the Invoices section, you can quickly locate and manage past invoices in CommBilling. This helps streamline your workflow and ensures easy access to important financial records.