The following video discusses searching and retrieving invoices using the invoice report feature in the point of sale system. The video explores accessing the invoice screen, filtering options, the default display and using the search field.
How to Look Up Invoices Using the Invoice Report
Key Steps:
Access the invoice screen by clicking on the "Invoices" tab at the top of the screen.
Utilize the filters to narrow down your search by selecting a range of invoice dates, location, sales associate, or view invoices based on the user.
Note that by default, the system displays invoices from the last 30 days. Any additional search criteria will expand the search beyond the default 30 days.
Use the search box for a more powerful and versatile search:
Search by invoice number, order number, customer name, or model numbers.
Typing in any keyword will pull back invoices where that keyword is a match, whether in customer names or model numbers.
Combine the search box with filters for a quick and comprehensive search to locate the desired invoice efficiently.
Cautionary Notes:
Ensure accuracy in typing the search criteria to avoid retrieving incorrect invoices.
Double-check the search results to confirm the relevance of the displayed invoices.
Tips for Efficiency:
Familiarize yourself with common keywords or identifiers to streamline the search process.
Regularly clear search criteria to avoid confusion from previous searches affecting new searches.
Practice using both filters and the search box in combination for optimal results.