Search tips - Invoices

You can search for your invoices and estimates using one or a combination of search fields on the invoice and estimate management screens. Below is a table outlining each field and it’s capabilities.

Note: some fields support “Enhanced Search” methods where you can apply partial matching and phrase matching.

Field	Description	Search Type
Client name	The business name for your client or a named contact	Enhanced search - whole word match, use asterisk (`*`) for partial matching.
Invoice number	The whole or part of the invoice number	Partial string match.
Invoice name	The name of your invoice	Enhanced search - whole word match, use `*` for partial matching.
Item name	The inventory item name where applicable	Partial string match.
Description	Searches the text in all invoice items up to the first 1000 characters.	Enhanced search - whole word match, use `*` for partial matching.
Purchase ref.	Optional invoice purchase reference field	Exact string match.
Date range	The date the invoice or estimate was issued	From, to or between supplied dates.
Amount range	The amount of the invoice in the specified currency	From, to or between the supplied amounts.
Currency	The currency of the invoice or estimate	ISO 4217 currency codes.
Status	The current status of the invoice or estimate	Select from list of predefined statuses.
Read status	Has the invoice or estimate been opened by the client?	Read, unreal or all.
Project tags	Does the invoice or estimate have any project tags?	Tagged or filter by specific tag.

Other search guidance

Below is a list of other search related topics: