Search for an Invoice

  1. Click the Search icon.

  2. A Search by Document Type box will open.

  3. Scroll to Invoices to select it.

  4. The Invoices Search Criteria window will open. You can use any or all of the following criteria to narrow your search.

  5. Invoice Num:  Enter a complete or partial Invoice Number AND select one of the following quantifiers:

Equal to -- Displays an invoice with the same Invoice Number

Starts with -- Displays invoices that start with the specified number(s)

Contains -- Displays invoices that contain the same specified number or string of numbers

  1. BOL Date:  Use the Calendar icon to select a date AND one of the following quantifiers:

=    Displays invoices dated on the selected date

>    Displays invoices dated after the selected date

<    Displays Invoices dated before the selected date

between -- Displays invoices with dates that fall between the selected dates

  1. BOL Number:  Enter a complete or partial BOL Number AND one of the following quantifiers:

NOTE:  If a BOL contains leading zeroes, you must include them.

Equal to -- Displays a BOL with the same BOL Number

Starts with -- Displays BOLs that start with the specified number(s)

Contains -- Displays BOLs that contain the same specified number or string of  numbers

  1. Shipping Point:  Enter a complete or partial shipping point AND select one of the following quantifiers:

Equal to -- Displays an invoice with the same shipping point as specified

Starts with -- Displays invoices with shipping points that start with the specified letter(s)

Contains -- Displays invoices with shipping points that contain the same letter or specified string of letters

  1. Click GO.

  2. A list of invoices that matched your search criteria will be displayed.