Managely – Multiple Ways of looking up an Invoice

There are multiple ways of looking up an invoice in Managely by Invoice number.

1. Switch the search criteria from the top drop-down from customers to invoices (then type the invoice number and the Enter key):

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2. From the customer page under Invoices tab.

     a. If the invoice is paid or $0.00, the ‘Show All Invoices’ toggle needs to be enabled.

     b. The filter option (three vertical dots) can be used to filter for exact invoice number.

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3. From the invoices tab (type the invoice number and then click the filter button):

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If the invoice has been paid, the toggle for ‘Show All Invoices’ needs to be enabled:

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