This article outlines the steps to search for a Finished Goods Invoice using the ‘Search Invoices’ function in Sync. Once an invoice is created, this function allows you to retrieve and review it at any time.
PURPOSE
To enable users to refer back to an invoice that has already been created and approved in the system.
KEY BENEFITS
- Allows quick retrieval of historical invoices
- Facilitates customer queries, audit checks, and financial reconciliations
- Enhances traceability and transparency of invoicing records
FOLLOW STEPS BELOW:
1. From within ‘Navigation’ click on ‘Search’
2. Select ‘Invoices’
3. Apply filters e.g. Customers or Invoice#
4. Capture a search criteria e.g. Invoice#
- You may also add additional search criteria by using the ‘Advanced Search’ function
5. Click Search
6. Click ‘Select’ to Open the Invoice
ADDITIONAL INFO
Invoices cannot be amended once they have been approved and created in the system
Use the Export or Print function from within the invoice if needed
NB. For a quick tutorial watch below
