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Searching for invoices by "description"

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Experienced Cover User Bec9
25 Posts
Experienced Cover User
Bec9
Experienced Cover User

25Posts

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
Former Staff Tallie_M
4,461 Posts
Former Staff
Australia
Tallie_M
Former Staff

4461Posts

300Kudos

698Solutions

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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