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Search in Factura documents

(Factura - Documents: from offer to delivery note)
 

Topics in overview:

Article management 
Documents: from offer to delivery note
Promotions
Processes
Subscriptions
Lists
Currency converter  
Customer admin access (WebConnector)
PayPal connectivity (Settings)
SEPA (Settings)
2CHECKOUT (Settings)
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Related topics:

Creating a Factura document 
direct: Creating an invoice 
Search in Factura documents  Factura document templates  Detail view with functions 
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On this page:

Advanced search  Defining search criteria  Execute search  What is not possible 

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Advanced search

(Search in Factura documents)

The search in Factura documents offers a similar feature to the search for contacts:

a) In Factura, click the Documents tab.

b) In the first overview, you will see many of the same gray buttons used in the CRM's blue title bar. Click Create search.


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Defining search criteria

(Search in Factura documents)

A command center opens, similar to the one used in the CRM for advanced selection. Here, too, the same rules apply for the selection of documents - the only difference being that it is not possible to save defined search criteria as filters, which would not make sense in this case anyway.

a) In this area, you can search for specific field content contained in your documents.

b) Use the Status button to narrow down your search to documents with a specific status. Example: all unpaid invoices.

c) It is also possible to use the payment type as a criterion.

d) Use the Country button to narrow down your search to documents associated with recipients from a particular country.

e) Choose between AND and OR to specify whether you would prefer an "and" or "or" search (e.g. status and field content).


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Execute search

(Search in Factura documents)

Description

a) Once you have set all the criteria, click Execute search. In our example, we are looking for any unpaid invoices.

b) The WBS will now show you if there are any unpaid invoices, and if so, how many there are.


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What is not possible

(Search in Factura documents)

When selecting search criteria, you can combine them in many different ways. It may occur that two criteria are mutually exclusive. In our example, both paid and unpaid were used as search criteria for the invoice status, and an "and" search was selected, which is used by default. In such a case, the WBS displays an error message.


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