How to find documents and expand their search in the invoice list?

InvoiceOcean gives its Users the possibility to search for specific documents using a filter panel. 

To do so:

• go to Income> All (or to the specific option you selected, e.g. Accounting notes);
• narrow your search by typing in the Enter keyword or number field;
• press the Search button.

The Enter keyword or number field includes searching by fields such as:

• document number (up to the first 50 characters),
• recipient's name (up to the first 90 characters),
• seller’s name (up to the first 90 characters),
• order number (up to the first 25 characters).
• VAT ID of the buyer (up to the first 20 characters),
• the name of the buyer (up to the first 90 characters),
• the name of the first item - if there is only one (up to the first 30 characters),
• delivery address (up to the first 45 characters),
• gross value of the invoice, net value of the invoice.

You can also expand your invoice search by, for example, phrases in the Notes section.



To do so:

• type the search term in the Enter keyword or number box;
• select the Advanced search checkbox, which will appear;
• press the Search button.

The program, when searching, will also take into account phrases from the Notes field that have been entered on the document.

When the Advanced search field is unchecked, the program, in addition to the Notes field, searches by fields such as:

• Additional note (in the Buyer’s data),
• Buyer,
• Name on the invoice item,
• Product code (Ref.) on the invoice item.

Here you can learn how to search for documents in the warehouse document list.