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ronpipkens
Level 1

How to set search mode(magnifying glass icon) to search recently written invoices

 
1 Comment 1
jamespaul
Moderator

How to set search mode(magnifying glass icon) to search recently written invoices

Hello, ronpipkens.

 

I'm here to help you look for the recently written invoices. 

 

You can set the search mode by clicking the magnifying glass icon. Are you looking for a shortcut key to open the search widget? If so, there isn't a keyboard shortcut for it yet. As mentioned before, you can open the magnifying glass icon. Then, look for the recently saved invoices on the RECENT TRANSACTIONS section. 

 

search1.PNG

 

If this isn't the case, are you trying to open the advanced search feature? If so, you'll want to open the Search feature, then click the View more or Advanced Search links. 

 

search2.PNG

 

Note: The View more link directs you to a predefined filter where you can look at the full view of recent transactions. The Advanced Search routes you to a page where you can narrow down your search by specifying filters. 

 

From there, you can narrow down your search by specifying a certain transaction type (in our case, invoices). 

 

search3.PNG

 

You can find out more detail about the search mode here: Search for transactions.

 

Need help managing your invoices, sales, customers, and income? You can read our articles for guides and details about them (More help topics can be found at the bottom). 

 

Please let me know if there's anything else you need. I'm here to address your other questions or concerns. Just reply here and I'll respond as soon as possible. 

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