Searching for invoices by "description"

Experienced Cover User Bec9
23 Posts
Experienced Cover User
Bec9
Experienced Cover User

23Posts

3Kudos

0Solutions

Searching for invoices by "description"

Hi there

 

I am trying to find an old invoice.

 

I cannot recall the date or the invoice number, however, I know the description for what is was for. Is there a way I can search based on the "description" field of the invoice template?

 

Many thanks

Rebecca

1 REPLY
MYOB Moderator Tallie_M
4,224 Posts
MYOB Moderator
Australia
Tallie_M
MYOB Moderator

4224Posts

279Kudos

663Solutions

Re: Searching for invoices by "description"

Hi @Bec9,

 

The Sales [Customer Detail] report might work for you - this report gives you a list of all invoices for the selected customers over a specified date range. In addition, it also includes the description field of the invoice. If the invoice in question was an item invoice, you can customise the invoice to display the item description by going to Insert / Modify > Show / Hide > selecting 'Item Description' from the left column over to the right column > OK. Ensure you refresh the report by going to Filters > Run Report as the changes won't take effect otherwise.

Warm Regards,

Tallie

MYOB Client Support
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