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Clients &
Profits provides a simple, yet powerful, function for
finding client invoices
The Find A/R Invoices window makes it
easy to find the one invoice in a thousand that you need.
Invoices are located by searching on a specific field
(i.e., invoice number, job number, date, etc.) using a
selected method (i.e., last added, exact match, contains,
etc.).
If you know the invoice’s number, finding that
invoice is easy: enter the invoice number, then click
Find. The complete invoice appears in the Accounts
Receivable window. But what if you don’t know the
invoice number? The other “find by” options are
more flexible: you can find all of the invoices for one
client, for example, then browse through the list until
you find the right one.
Invoices can be found by invoice number, job number,
client number, invoice date, due date, and the
client’s purchase order number. In all cases
you’ll choose a find by option, enter a search value
(such as an invoice number or a client number), then
click Find. Clients & Profits will search the A/R
database, listing all of the invoices that match your
search selections. Once the invoices are listed, they can
be sorted by clicking on a column heading (to sort
invoices by date, for instance). If Clients & Profits
didn’t find the invoices you were looking for, click
the Find Again button then repeat these steps. Once
you’ve found the right invoice, double-click on it
to show it’s complete details including billing
amounts and balance due.
To find the last-added
invoice
When the Accounts Receivable window is opened, the
last-added invoice is shown automatically. If the invoice
found wasn’t the one you wanted, click the Next and
Previous buttons in the tool bar to browse through the
A/R database.
To find an invoice
1 From the Accounts Receivable window, click the
find More
button (or choose File > Find Invoice).
When the Find A/R Invoices window opens, it automatically
shows the last set of invoices (or one invoice)
you’d found.
2 Choose a find field, such as invoice number,
using the Find By pop-up menu.
3 Choose a search method, such as exact match,
using the Show pop-up menu.
Depending on the find field you chose, the Show options
include exact match (which finds exactly what you enter),
first added, last added, contains (which finds invoices
which contain the field value you entered), or begins
with (which finds invoices that begin with the find
value).
4 Enter the find value, such as the invoice number
or client number, then click Find.
If only one invoice was found, the Accounts Receivable
opens showing the invoice. If several invoices are found,
they’ll be listed in the Find window.
Double-clicking on an invoice opens that invoice in the
Accounts Receivable window.
To view an invoice’s client payments
An invoice’s client payments can be reviewed by
first finding an invoice then clicking the Payments
button. The Client Payments window lists each payment
made by the client to this invoice (if there are
several), showing the payment date, the client’s
check number, any discounts, and the payment amount.
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