This article shows how to find any past invoice in Qoyod POS, on the Web and in the Android app, and how to narrow the results by date, status or tag.
What is this, and when do you use it?
Qoyod POS lets you reach a past invoice. On the Web you can search by invoice number, or by customer name or phone. In the app, search by reference or phone also covers invoices older than the few days kept on the device. You need this in these cases:
- A customer asks about a past invoice and you want to open it quickly.
- You want to take a return and link it to the right original invoice.
- You follow up on returned or overdue invoices.
- You want to know how many documents have not reached Qoyod yet.
See the release announcement for what was added.
Before you start
- No permission or special setup is needed.
- Searching older history in the Android app needs an internet connection.
The path in Qoyod
On the Web:
Invoices › Search
In the app:
Side menu › Invoices › Search
Steps
Find an invoice
- Open Invoices.
- Type the invoice number or the customer’s phone in the search field. In the app, type the reference or phone.
- Narrow the results by date, status or tag if needed.
- Open the invoice to print it, collect payment or return it.
Search on the Web
On the Web you can search by invoice number, or by customer name or phone. Choose Last Week or Last Month to set the period quickly, or move between the status tabs.
Search in the app
Search by reference or phone runs against the whole history in Qoyod, not only the last 7 days stored on the device. If you type no search, scrolling down the list keeps loading older invoices and credit notes.
Fields
- Web search: invoice number, customer name, or customer phone.
- App search: reference or phone.
- Web date shortcuts: Last Week and Last Month.
- Web status tabs: All, Paid, Partially Paid and Approved.
- App status filter: All, Paid, Partially Paid and Unpaid.
- Tag filter on Web and app: Returned, Partially Returned, Overdue and Instant Invoice. The field is called Tags on the Web and Filter by Tag in the app.
Special cases
Documents that have not reached Qoyod
In the app, a Not Synced badge appears on Invoices and Credit Notes in the side menu. The badge shows how many documents have not reached Qoyod yet.
Refreshing the list on the Web
Click Sync Invoices to refresh the list manually. The time of the last sync appears with it. The list also refreshes every 5 minutes.
Frequently asked questions
Can I search for an invoice older than 7 days in the POS app?
Yes. Search by reference or phone runs against the whole history in Qoyod, not only the last 7 days stored on the device. It needs an internet connection.
What can I search by on the Web?
By invoice number, or by customer name or phone. You can narrow the results with Last Week or Last Month and with the status tabs.
What does the Not Synced badge in the side menu mean?
It shows how many invoices and credit notes have not reached Qoyod yet. In the app it appears on Invoices and Credit Notes.
How do I refresh the invoices list on the Web?
Click Sync Invoices. The time of the last sync appears with it. The list also refreshes every 5 minutes.
