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RachelWSVE's avatar
RachelWSVE
User
5 years ago

How to search Open Invoice by Job Code

Hi, Our business has two sides. An sales and service side. We have created numbers for these sides, which get used in ouir invoices in the 'Job' collum. Sales is 7000 and Service is 5000 we also have other codes for other things too like warranty, etc (about 10 in total).

 

As the admin in the service side, I am looking for a way to filter out any invoices bar the 5000 service invoices, when I look at our open invoices.

I currently open sales register, click open invoices and change the date back as needed, however this shows all open sales invoices for the entire business.

Is there a way for me to search or narrow down the results, so it only shows the invoices listed with 5000 in the job collum?

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  • Tracey_H's avatar
    Tracey_H
    Former Staff
    5 years ago

    Hi RachelWSVE 

     

    Thanks for your post.  While you can't search by Job in the Sales Register window you can run reports based on Jobs. The Job Activity (Detail) report (found in Reports>>Accounts tab) can be filtered by Job number. If you click on the invoice number in the report the transaction opens allowing you to make any changes.

     

    Please let me know if you need further help.