Find invoices and receipts

Before you begin

• Have the relevant order or customer information ready.

Step by step

1. Open Orders → Invoices to locate an invoice.
2. Use Orders → Receipts when you need a receipt instead.
3. Find and open the relevant record, then check the customer, items, totals and payment information.
4. Use the available document actions to view or share the document you need.

What happens next

You can locate the correct sales document and check its details before sharing it.

Helpful to know

• An invoice requests or records an amount due; a receipt records payment. Review the underlying order if a figure looks wrong.
• Ensure you select the intended customer before sharing a document.