Clarification on how to search for a sales invoice using a description added in the invoice details.
You can find an invoice based on a specific description (such as “samples”) by exporting your invoice list to an Excel file, and following these steps:
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Go to the Sales section, then Sales Invoices.
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Click on the Export icon located on the Sales Invoices page.
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Open the exported Excel file.
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Search the Description column using Excel’s Find feature (Ctrl + F) and enter the desired word such as “samples”.
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All invoices containing the desired word will appear, showing their details such as:
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Invoice number.
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Customer name.
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Invoice amount.
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Tax amount.
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Additional Notes:
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Make sure to export invoices for the time period you want to search within.
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Currently, the Description field cannot be added to the columns when viewing the invoice list, and the alternative method to display the description is to export the invoices to Excel.
Keywords:
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How do I search for an invoice using a description added to it?
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How to add the Description field to the lists displayed on the Invoices page?
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Can I search for specific invoices using descriptive words?
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How do I use Excel to search for invoices through the description?
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Can I search for invoices using a description?
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How do I view invoice details using description search?
