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Find Invoice

Modules>CRM>Invoices>Find Invoice

Use Find Invoice to search for Invoices already in your database. Invoice information is stored in the database by the fields completed in the Add - Invoice process. When using the Find – Invoice form, you search for a desired Invoice using information stored in the database via these fields. Search results viewed on the List – Invoice page display in columns, and each column of search results corresponds to a data field. Only a limited, pre-defined set of columns pertaining to Invoices is available to you on the Find – Invoice page.

Find Invoice

  1. To search for Invoices already in your association's database, go to Modules>CRM>Invoice>Find Invoice. The Find - Invoice page opens.
  2. For a more specific search, click the Advanced View check box. Expanded Boolean search options appear for each search criteria field. Use these search options to narrow your search results further.
  3. Click Go. A list of search results displays in the List - Invoice page. If only one result comes of the search, the profile page for that result opens.

Note: The more specific you make search criteria, the narrower your results will be. Searching for a Sort Name beginning with "F" will return more results than searching for a Last Name beginning with "Full." Searching for all records with an Add User starting with a "T" will produce more results than searching for Sold to Customer starting with a "T" with a specific Transaction Date.

Find vs. Query

Most Finds and Queries in netFORUM are run in CRM. The Find page is set up with a pre-defined set of columns (fields) versus a Query which allows you to select from any column in the search Table.

Tip: If you are not sure what you are looking for, use the netFORUM wildcard character, the percent sign (%), to help you with your search. This is especially helpful when used in conjunction with the contains option on the Sort Name field.