With the Search for open invoices function, you can search for open sales or other invoices.
In the Search for open invoices view, among other things you can allocate open travel and expense invoices.
The Search invoices button searches receipts according to the given search criteria and displays the search result in the lower section of the view.
The Clear button clears the given search criteria.
The My searches button can be used to save and recall frequently used combinations of search criteria (see the My searches function for details).
The x -button removes the search criterion.
The + -button adds a search criterion.
When using the Receipt type and Status search criteria, you can tick All to select all receipt types at the same time. You can also select individual receipt types and statuses by ticking their boxes.
The following search criteria are unique to the Search for open invoices function:
- Due This search criterion can be used to search for either Overdue (due date earlier than the current date) or Due (due date on or after the current date) receipts.
Payment transactions until
This search criterion can be used to search for payment transactions up to a defined date.
You can sort the search result (e.g. by name or accounting value) by clicking on the column headers. The results will remain sorted until you exit the view. You can alter the number of rows displayed by left-clicking and dragging the boundary between the search criteria and search result. The cursor will turn into a bidirectional arrow at the correct location above the button bar.
You can perform various functions with the search result, by using the buttons above the list or by right-clicking and selecting from the menu.