Billing

Find a bill you made earlier

Use the Sales list to search your bills by number or customer, narrow them by dates or payment status, and open any one.

Shop staff, billers and owners who need to look up, reprint or share an earlier bill.

Steps

Step 1: Open the Sales list

Choose Sales in the menu. You see the bills for the dates chosen, with the bill number, date, customer, amount and payment status.
Step 2: Search

Type a bill number or a customer name in the search box above the list.
Step 3: Choose the dates

Under Dates, pick the period you want. Choose a custom range to set From and To yourself.

Tip: If the dates fall outside your financial year, or the list is long, a note tells you that only some bills are shown. Narrow the dates to see the rest.
Step 4: Filter by payment

Under Status, choose Unpaid, Part paid or Paid, or leave it on Any status.
Step 5: Open the bill

Choose the bill number in the row to open the bill. From there you can print it again or share it.

You have found the bill you wanted and opened it, ready to print again or share.

Where are the bills I put on hold?

They are not in the Sales list because they are not saved yet. Open New bill and choose Held bills to bring one back.

Can I see purchases and receipts the same way?

Yes. Purchases, Receipts, Payments, Credit notes and Debit notes have lists like this one, if your Billing profile allows them.

Open Billing in a new tab and follow along.

Open Billing All Billing guides