Home » Categories » Frequently Asked Questions

FAQ: How do I search for a specific invoice?

 

From the main dashboard go to Other Admin Activities>Invoice File.

 

You can use any of the search criteria at the top of the screen to locate an invoice.

 

You'll see the search results in the Matched tab.

 

 

 

You can click the event title or the invoice number to automatically download the invoice into a PDF that you can open, or complete the same action under Next Actions>Export Invoices.

 

 

You can select Export to download matched invoices into an Excel Spreadsheet.

  

 

Attachments Attachments
There are no attachments for this article.
Comments Comments
There are no comments for this article. Be the first to post a comment.
Related Articles RSS Feed
Display Issues
Viewed 4584 times since Nov 7, 2013
How do I batch email students?
Viewed 2335 times since Oct 25, 2017
What is Room Availability?
Viewed 2650 times since Dec 6, 2010
Why is a candidates profile information in admin different from the profile information in the candidate view?
Viewed 2818 times since Nov 11, 2013
Cerkl Automated Newsletters - FAQs
Viewed 2243 times since Nov 12, 2018
Navigating the Activity Calendar
Viewed 3015 times since Oct 31, 2017
How do I batch re-assign new advisors or account managers?
Viewed 2484 times since Oct 25, 2017
How does the system generate the candidate list when I click Add Candidate?
Viewed 2391 times since Nov 11, 2013
What is the asterisk column on the job posting grid?
Viewed 3115 times since Nov 7, 2013
Can Advisors Get Email Notifications When Students Check in With the Swipe Card Utility?
Viewed 5264 times since Sep 11, 2017