Invoice Search – Locate, Filter & Organize Invoices with Ease.

Hi there, we have revamp the invoice module.

Managing invoices just got a whole lot easier. Our Invoice Module, located in your CRM > Invoices dashboard, gives you the power to manage all invoices created within the system.

🎥 Watch the Tutorial

See how it all works in our Invoice Search video tutorial.

Powerful Search Filters at Your Fingertips

Quickly narrow down the invoices you’re looking for with filters like:

• Document Type: Invoices or Credit Notes.
• Date Draft Created: Track drafts by creation date.
• Source: Manual, Work Order, Contract, Sales Order, etc.
• Invoice Status: Open, Paid, Credited, Canceled.
• Additional Filters: Service Area, Account Name, City, Invoice Number, and more.

👉 Tip: Want to see all paid invoices? Just set the Invoice Status to Paid and hit Apply.

Customize Your Invoice Grid View

Make the module work for you with flexible grid options:

• Select Columns: Show only the data you need.
• Row Group Invoices : Organize Invoices by columns data.
• Rearrange Column Order : Rearrange columns to match your workflow.
• Add Advanced Filters: Fine-tune your search right in the column headers menu.

To Learn More?
Click the button below to watch the video tutorial and get started:

Prefer a deep dive? Visit our Video Tutorial Section to explore:

• Invoice Overview
• Invoice Basket Management
• How to send a Pro Forma & Final Invoice

Thank you,

The Wello Solutions Team