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Clients & Profits provides a simple, yet powerful, function for finding client invoices

The Find A/R Invoices window makes it easy to find the one invoice in a thousand that you need. Invoices are located by searching on a specific field (i.e., invoice number, job number, date, etc.) using a selected method (i.e., last added, exact match, contains, etc.).

If you know the invoice’s number, finding that invoice is easy: enter the invoice number, then click Find. The complete invoice appears in the Accounts Receivable window. But what if you don’t know the invoice number? The other "find by" options are more flexible: you can find all of the invoices for one client, for example, then browse through the list until you find the right one.

Invoices can be found by invoice number, job number, client number, invoice date, due date, and the client’s purchase order number. In all cases you’ll choose a find by option, enter a search value (such as an invoice number or a client number), then click Find. Clients & Profits X will search the A/R database, listing all of the invoices that match your search selections. Once the invoices are listed, they can be sorted by clicking on a column heading (to sort invoices by date, for instance). If Clients & Profits X didn’t find the invoices you were looking for, click the Find Again button then repeat these steps. Once you’ve found the right invoice, double-click on it to show it’s complete details including billing amounts and balance due.

To find the last-added invoice

When the Accounts Receivable window is opened, the last-added invoice is shown automatically. If the invoice found wasn’t the one you wanted, click the Next and Previous buttons in the tool bar to browse through the A/R database.

To find an invoice

1 From the Accounts Receivable window, click the find More button (or choose File > Find Invoice).

When the Find A/R Invoices window opens, it automatically shows the last set of invoices (or one invoice) you’d found.

2 Choose a find field, such as invoice number, using the Find By pop-up menu.

3 Choose a search method, such as exact match, using the Show pop-up menu.

Depending on the find field you chose, the Show options include exact match (which finds exactly what you enter), first added, last added, contains (which finds invoices which contain the field value you entered), or begins with (which finds invoices that begin with the find value).

4 Enter the find value, such as the invoice number or client number, then click Find.

If only one invoice was found, the Accounts Receivable opens showing the invoice. If several invoices are found, they’ll be listed in the Find window. Double-clicking on an invoice opens that invoice in the Accounts Receivable window.

To view an invoice’s client payments

An invoice’s client payments can be reviewed by first finding an invoice then clicking the Payments button. The Client Payments window lists each payment made by the client to this invoice (if there are several), showing the payment date, the client’s check number, any discounts, and the payment amount.