EventPro Planner Manual

Find an Invoice in Accounting | Finance

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Find an Invoice in Accounting | Finance

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Find an Invoice in Accounting | Finance

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1.From EventPro Planner’s main menu, select Accounting | Finance.
2.In the Finance screen, under the Invoices tab, there will be a selection grid listing all invoices.  As usual, the invoice grid rows are color-coded according to the status of each invoice.
a.Green: Paid in full                
b.Yellow: Partially paid
c.Red: Voided                        
d.Purple: Overpaid

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3.To find a particular invoice from the Finance screen, click on the heading under which you want to search (e.g. Invoice #, Booking #, Company, Contact Name etc.).  The list will be sorted according to that heading.
4.Begin typing your search term in the Search field near the top of the screen.  The red arrow in the far left column will move to highlight the first entry that matches your search term.
5.To filter the invoices that appear in the selection grid, click the Filter button to the right and select Set.  The Filter Criteria window will open.  Follow the instructions above in Chapter 1: Overview, Common Functions: Filter Information for more information about filtering.

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