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tommyboy52166
Level 1

How can I pull up my invoices from 2017 and 2018?

 
1 Comment 1
JamesDuanT
Moderator

How can I pull up my invoices from 2017 and 2018?

Hello tommyboy52166,

 

There are different ways to pull up your invoices from previous years. One of the easiest way is to use the Invoice List report. Here's how to do it:

  1. Click Reports on the left menu and search Invoice List.
  2. Make sure the Report period includes the 2017 and 2018.
  3. Click Run report.

This will display all the invoices (paid or unpaid) enclosed on the set date range. If necessary, you can customize, memorize, or export the report to Excel.

 

Aside from that, there are other ways to retrieve the invoices such as going to the Sales menu or pull up other sales reports.

 

If you need further assistance in pulling up your invoice data, please let me know.

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