How can I find what an invoice number relates to?

Zenya Allen
Zenya Allen
  • Updated

The steps below show you how you can find the invoice number for a specific fee by locating the invoice.

  1. Click Miscellaneous on the main toolbar
  2. Click Locate Invoice from the dropdown menu
  3. Locate Invoice will display all fee invoices created in the last month
    1. Edit the dates and click Apply Date Range to change the fees displayed
  4. The grid will show fee invoices on Landlords and Tenancies, lettings & management fees, additional fees and Contractor commissions
    1. Click on a header to re order the list
    2. Under a header, type on the green line and press Enter on your keyboard to find specific details in the column
    3. Click to select a record, then double click to open the corresponding Information record
    4. Click Clear Filters to return to the full list
    5. Click Exit to close