Due Tutorial: How to Find an Invoice

12th September 2018 Off By binary
Due Tutorial: How to Find an Invoice
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Whether clients have a question or you want to check the status of a payment, there are times when you need to locate a specific invoice from your Due account. This tutorial guides you through the process of locating an invoice.

Open Invoices

Go into your Due account and open the “Invoices” tab. Here, you will see two main sections of your dashboard – Invoices and Recurring.

Choose Invoice Tab

Once you select the invoice tab, you will be able to start your search to find an invoice. You have the option of searching for that invoice by invoice number, client name, status, or invoice date range. The invoice date range filter corresponds to the invoice date field set on the invoice. Here you will find all regular invoices and invoices created by recurring invoice schedules.

Sometimes, the invoice you are trying to locate may be archived. To locate an archived invoice, open your Due account and the “Invoices” tab. Choose “Invoices.

On the “Invoice” screen, there is a green button on the top right side of the screen that says, “Actions.” Select this drop-down menu and click on the “View Archived Invoices.” This will take you to another screen where you can search by Invoice Number, Client, or Invoice Date Range. The invoice date range filter corresponds to the invoice date field set on the invoice.

Locate on Any Device

You can find invoices on either the desktop Due account or by using it on your mobile device.

Contact Us

Stay tuned for more updates and improvements! Let us know what type of updated or new tutorials you want to see. You can also reach out to support@due.com for more information.

 

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