Saturday, April 20, 2019

Search for Invoices not Created from Sales Orders

To create a saved search that list invoices that were not created from sales orders, users can perform the following steps:

1. Navigate to Reports > Saved Searches > All Saved Searches > New.

2. Click Transaction

3. Enter a Search Title.

4. In the Criteria tab > Standard subtab, add the following filters:

• Type = Invoice
• Main Line = Yes

• Created From = any of None

5. In the Results tab > Columns subtab, add the Created From field as search column.

6. Click Preview or Save.

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