The simplest way to search for a posted invoice is using the Posted Invoices Grid.
To search for one or more invoices:
-
From the Stax Bill main menu, navigate to Invoices >Posted Invoices.
-
In the Search area, select a filter from the dropdown list.
-
Depending on what you selected in step 2, the box on the right will either be a text box or a dropdown list. Type or select the value you wish to search for.
-
To apply additional filters, click Add Filter, select a filter from the dropdown list, and specify a value. Repeat for up to five filters.
-
Click Search.
Only the Invoices that match your criteria appear in the grid.
-
To sort your search results:
-
Select your sort criteria:
-
Specify Ascending or Descending.
-
Click Sort.
The records in the Posted Invoices Grid are sorted by the criteria you selected, in the order you specified.
-
The resulting list may be several pages long. The number of pages is displayed at the bottom of the right pane. Use Skip to page to jump to a specific page and Page size to specify the number of subscription records per page (10, 25, 50 or 100).
Additional information about each record can be accessed by:
-
Clicking the Stax Bill ID to view customer details
-
Clicking the Adjustments icon to see any adjustments that have been made
-
Clicking Details to see the invoice that was sent to the customer