Search For and View Invoices - By Companies

1. Navigate to "Customers"

   Navigate to the "Customers" section in the Operations Portal.

   

2. Click "Companies"

   Then, click "Companies". In order to access "Companies" you will need to be set up either as an "administrator" or a "superuser", or have the appropriate permissions: "companyView and companyEdit", or "crmCompanyView and crmCompanyEdit". Just a reminder, "crmCompanyView and crmCompanyEdit" access only allows employees to view companies that are assigned to them.

   

3. Enter company name in the "Search..." field

   To find the company you want to pull the invoice for, you can simply browse the list or search for the company by entering the company name or a keyword in the "Search..." field.

   

4. Click the company's more details icon

   Once you locate the company you want to pull the invoice for, go to its details screen by clicking on the more details icon.

   

5. Click "Orders" tab

   Click the "Orders" tab.

   

6. Click the "Web #" column dropdown icon

   You can use the "Search ...." field to find the order. Or you can use filters - in this example we are going to filter by web number to easily locate the order that you want to pull the invoice for. Other column filters such as ERP number and Status can also be used to narrow down the list. Click on the column's dropdown icon to use the filter.

   

7. Enter web number on the filter field

   Enter the web number in the filter field.

   

8. Go to the order's detail screen

   Since the filter is defaulted to "Equal to" it will give you the exact result. Now, click on the order's more details icon.

   

9. Customer and Internal Files tabs

   You can find invoices that have been generated in the Customer and Internal File tabs. If an invoice was generated for your customer, go to the "Customer Files" tab. If it was generated for internal use, go to the "Internal Files" tab.

   

10. Click the view icon to preview the invoice

    Generated invoices can be previewed by clicking on the "view" icon.

    

11. Preview pane

    A preview will appear showing the invoice.