Invoice Search

The Invoice Search feature allows administrators to locate, view, and export billing records within the system. Its primary purpose is to help administrators manage company invoices, audit payment statuses, and generate targeted revenue reports. This article is intended for OPS-COM administrators responsible for financial management and company billing.

Setup and Configuration

The Invoice Search tool is a core administrative feature that requires no additional system setup or configuration.

Using this Feature

Administrators can use this tool to filter and locate specific invoices, view copies of the billed documents, and export financial data for external reporting.

Searching for an Invoice

1. Hover over Permits and click Invoice Search.

2. Enter the desired search criteria (such as date ranges, paid status, or cancelled status) to filter the results.

3. Click the Toggle More Options button in the top right of the search menu to reveal additional search filters if necessary.

4. Click the Search button to generate the list of matching invoices.

5. Click the specific Invoice Number within the results list to view a copy of the actual invoice sent to the user or company.

Available Actions and Buttons

• Toggle More Options: Click this button to expand the search panel and access more granular filtering criteria, such as specific billing dates or statuses.

• Search: Click this button to execute the query based on your entered parameters.

• Export: Click this button (located next to the Search button) to export the current search results to an Excel document.

The document generated by the Export button will specifically display the revenue for the selected date range organized by lot, making it an excellent tool for lot-specific financial auditing.

Best Practices and Considerations

• Targeted Reporting: When exporting data to Excel for revenue tracking, always specify a clear "Billed On" date range to ensure the generated report is accurate and focused on the desired financial period.

• Managing Invoices: From the search results, you can locate invoices that need to be re-issued or voided. If you discover an invoice with errors, you must use the search page to locate it before you can proceed with Cancelling an Invoice.

• Auditing: Regularly use the "Paid Status" and "Cancelled Status" filters to audit outstanding balances and ensure that your financial records are up to date.