Search For and View Invoices by Orders

1. Navigate to "Orders"

   Navigate to the Orders section in the Operations Portal.

   

2. Click "Orders"

   Then, click "Orders".

   

3. Search for the order

   Search for the order by typing in the ERP number or Web number in the "Search..." field. You can also enter a keyword to search for an order.

   

4. Filter by "Invoiced" Status

   Filter the results by selecting "Invoiced" Status.

   

5. Go to the order's detail screen

   Locate the invoiced order that you would like to view and click on the more details icon.

   

6. Customer and Internal Files tab

   You can find any generated invoices in the Customer and Internal File tabs.

   

7. Customer Files tab

   If an invoice was generated for your customer, go to the Customer Files tab. The file type will show as "GeneratedInvoice".

   

8. Internal Files tab

   If an invoice was generated for internal use, go to the Internal Files tab. The file type will show as "GeneratedInvoice".

   

9. Click the view icon

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

   

10. Preview pane

    A preview will appear showing the invoice.