One of the most common comments we receive is: "How can I find an invoice?"

Across the entire platform, we have filter sets that you can easily save and access. One of the filters is 'Invoice ID." This filter can be implemented across any of our tabs including Dashboard, Reports, and Calendar.

To apply the filter, click the filter icon at the top right of your screen, remove all filters by clicking the trash icon(s), and add "Invoice ID."

You'll have the option of refining your search by including or excluding a specific invoice ID.

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