EventPro User Manual

Finding and Filtering Invoices

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Finding and Filtering Invoices

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Finding and Filtering Invoices

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1.Click on the Finance tab and select the Invoices sub-tab.
2.To sort the invoices, click on the heading under which you want to search (e.g. Invoice #, Company, Contact Name etc.).  The list will be sorted according to that heading.
3.To search for an invoice, click on the heading under which you want to search and type your search term in the Search field.  For example, if you want to search for an invoice billed to a specific company, click on the Company heading and begin typing the company name in the Search field.  The red arrow in the left column will move to highlight the first invoice that matches the search.

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4.To filter the invoices so that a specific invoice is easier to find, click the Filter button to the right of the selection grid. The Filter Criteria window appears. To review the general principles of filtering records, review Overview: Common Functions, Setting a Filter.

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