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Finding an Invoice or Estimate

You can search for invoices that you've saved. You can reduce the number of invoices that appear in the list by specifying search criteria.

Note: If you cannot locate the invoice, try the Search All option. For more information, see Searching All Records.

To find an invoice that you have saved:

1. In the Brass Jacks Bookkeeper workspace, click Estimates & Invoices in the Sales section in the workspace. In the Invoices dialog box, click Find at the bottom.
   or
   Choose Search > Invoices/Estimates.
2. In the Search Criteria Selection for Invoices dialog box, specify information in the filters at the top of the dialog box.
   For example, you can search for a customer, a job, paid status, past due status, invoice number, type (invoice or estimate), or notes.
3. To view only invoices (or estimates) dated within a specific date range, select a date range from the Predefined list or indicate specific To and From dates. (You can type the dates or click the arrow to select a date on a calendar.)
4. After changing the search criteria, click Find at the bottom of the dialog box.
5. If necessary, change the search criteria and click Find again.
   To do another search from scratch, click the Clear button and specify new search criteria.
6. In the list of matching invoices (or estimates), to view the invoice's (or estimate's) information, select the invoice (or estimate) in the list and click Detail at the bottom of the dialog box.
7. If you don't find any matches, click Close.