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

First,

navigate to the invoice search page.

1. TheHover pageover can be found under the menu tree:
   

   • Permits ->and click Invoice Search.

2. This will openEnter the invoice search page.

   There are a list ofdesired search criteria presented(such thatas candate beranges, usedpaid status, or cancelled status) to filter the resultsresults.

   returned.
Additional
3. search options can be found by clicking

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

   

4. PressClick the searchSearch button to findgenerate invoicesthe list of matching theinvoices.

   entered
search criteria.


5. Click on the invoicespecific numberInvoice listedNumber within the results list to view that invoice.

   

   This will open a copy of the actual invoice sent to the user.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.

• TheSearch: 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 can also be exported to an Excel documentdocument.

  using
the button next to the search button.

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

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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.