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Search for a Work Order Invoice in FleetLogic

Describes how to search and filter the list of work order invoices in FleetLogic.

Type

How to 

Audience

FleetLogic Administrator and Counter

Products

FleetLogic web application

In This Article

Context

As your business grows, your list of work order invoices grows as well. Use the search and filter functionality to quickly locate the work order invoice you need to work with. 

 

You can customize the list of work order invoices to only display the information that is relevant to your business. 

See: “Customize a List in the FleetLogic Web Application” for more information on customizing and filtering the list of work order invoices. 

Before You Begin

Required: Internet connection; valid FleetLogic login credentials and access permissions; existing invoice; and an existing work order

Optional: Mobile device with an internet connection

 

Steps

Search the list of work order invoices

  1. In the FleetLogic menu bar, navigate to Invoices > Invoice List
    The list of work order invoices opens
  2. Type a search term related to the invoice, such as the customer name or number in the Search... field
    The list of work order invoices is narrowed to reflect your search term

Filter the list of work order invoices

  1. In the FleetLogic menu bar, navigate to Invoices > Invoice List
    The list of work order invoices opens
  2. Optional: Use the calendar filter to filter the list of work order invoices by a specific date range by using the left hand calendar to select the earliest date in the range, and the right hand calendar to select the latest date in the range

    The list of invoices is narrowed to only include invoices whose invoice date falls within the date range
  3. Use the preset date range dropdown to filter the list of invoices by a specific date range such as the last week or last month 

    The list of work order invoices is narrowed to only display invoices within the selected date range
  4. Optional: Do the following to search the list of work order invoices by customer:
    1. Click the Search by Customer drop-down
    2. Type a search term related to the customer, such as the customer name or number in the Search by Customer field

    The list of work order invoices is narrowed to only display invoices associated with the customer

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