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View Customer Invoices

Distributor steps for finding a customer's invoices in Encompass using the Customer Search dashboard's Invoices section or by typing the invoice number in Universal Search. Requires v24.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 24.01

Steps

How to Search by Customer

1. Using Universal Search, navigate to the Customer Search Dashboard.
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2. Enter search criteria and click Search.
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3. Scroll to the Invoices section to see the most recent invoices.
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a. Arrow in or click the View All Invoices button to view more information.
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4. Search for a specific invoice using the Invoice Search section.
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​How to Search with Universal Search
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​1. Using Universal Search, type the Invoice number.
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2. In the Other section of the Universal Search results, click Search Invoices for [invoice number].
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Best Practices

  • To search all invoices, use the Invoice Search option located on the Customer Search dashboard. This will display all invoices regardless of the customer already filtered.
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  • If the Invoice number is on hand, entering it into Universal Search is the fastest way to get to an invoice.
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  • Using the Invoices section of the Customer Search dashboard is the easiest way to browse all the invoices for a Customer and offers a strategic overview of information related to that Customer.

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