How to find a sale invoice in Quikpair

Get to the right invoice without scrolling the list.

Steps

  1. Open Sales and type an invoice number, customer name or phone into the search box.
    Find an invoice, step 1, on a desktop browserFind an invoice, step 1, in the mobile app
    • 1 Search
  2. Use the tabs along the top for a quick cut by status — All, Draft, Sent or Overdue.
  3. The row of chips beside them cuts by payment instead — All, Due, Partial or Paid.
    Find an invoice, step 3, on a desktop browserFind an invoice, step 3, in the mobile app
    • 1 Apply Filters
  4. For anything more, tap the filter button to open Filter Invoices: status, payment status, and a From Date and To Date range.
  5. Apply Filters. The chips under the search box show what is on, and each one clears on its own — or Clear All resets the lot.
    Find an invoice, step 5, on a desktop browserFind an invoice, step 5, in the mobile app
    • 1 Apply Filters

Good to know