Take a free trial of Clear Books Or take a look at our new product Clear Books Micro

Search for Invoice Lines?

Question asked by Stephen Marsh 5 years ago

Maybe I'm missing something, because this seems quite fundamental.

I want a way to search all existing invoices for the contents of specific line items. Is that possible from somewhere?

To explain the use case, it's often useful to check historic pricing for a particular customer in my line of business. So I would want to search for, say, 'web copy', and be able to see what I've charged that customer for web copy before.

Doable?

Thanks!

2 Replies

Reports > Sales Line Items (export to csv) is probably your best best, you can add a filter and play around a bit then.

That's a good idea! A step more than I would ideally like, but I can make my own little Excel wonderland of variable pricing per client. Thanks!

Reply to this question

Attach images by dragging and dropping or upload
 

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are