Title

Description

Customer Name

To search for invoices based on a particular customer name, enter the name.

Customer Number

To search for invoices based on a particular customer number, enter the customer ID or use the lookup to find it.

Billing Chart Code

To search for invoices based on the billing organization associated with them, use this field and the Billing Organization Code field. Select the appropriate chart code from the list or use the lookup to find it.

Billing Organization Code

To search for invoices based on the billing organization associated with them, use this field and the Billing Chart Code field. Enter the appropriate organization code or use the lookup to find it.

Invoice Item Code

To search for invoices specifying a particular item, enter the item code.

Parent Invoice Number

If searching for invoices that were created using recurring invoice functionality, enter the invoice number of the parent - that is, the master invoice from which the recurrent invoices were created.

Processing Chart Code

To search for invoices based on the processing organization associated with them, use this field and the Processing Organization Code field. Select the appropriate chart code from the list or use the lookup to find it.

Processing Organization Code

To search for invoices based on the processing organization associated with them, use this field and the Processing Chart Code field. Enter the appropriate organization code or use the lookup to find it.