RB User Guide > Receivables > Paid Invoices

Viewing paid invoices

RB9 only

See all invoices paid within a specific period, grouped and sorted by payment date. View and edit invoice details. Export and print the results.

1. Receivables > Paid Invoices
2. In the Search By pane, make selections as needed:

   • Date Type

     Payment Date – Default. To see invoices paid within the date range.

     Transaction Post Date – To see invoices posted within the date range.

   • *Date From/*Date To

     Required. Works with Date Type. Default to today. Change the range, if desired. See Date Navigator.

   • Business Units

     Profit centers or parts of your business you track separately. Default is ALL. Click to restrict search to invoices tied to specific BUs (see Lookup panel). BUs are set in Business Units.

3. Click . RB9 lists all of the invoices that were paid within the specified date range.
4. Click a hyperlinked invoice number to view invoice details. Click Edit in the View Invoice window to update information. See Generating invoices.
5. To export and save the results, click and select an export file type. See Exporting & printing results.

Reference

• Date Navigator
• Lookup panel
• Business Units

Step-by-step instructions

• Generating invoices
• Exporting & printing results