✨ What This Means
Previously, locating a specific invoice meant scrolling through lists or searching by client name and dates. Now, every invoice has a unique Invoice ID that you can copy and paste into the search bar for instant results.
📋 How to Use It
Go to your Invoices dashboard and select the invoice
Copy the Invoice ID from the invoice list or detail page
Paste it into the search bar at the top
Press Enter to instantly pull up the exact invoice
💡 Why It’s Helpful
Faster troubleshooting — jump straight to the invoice in question
Clear communication — share the Invoice ID with clients or support for quick reference
Accurate reporting — avoid confusion when multiple invoices have similar client names or dates
🧾 Example
If a client asks about invoice #INV‑10234, simply paste that ID into the search bar. The system will immediately display that invoice, no scrolling required.
❗Important note:
The Invoice ID is unique to each invoice and cannot be changed.
Always copy the full ID to avoid search errors
If you share the ID with a client or teammate, they’ll only see the invoice if they have the right permissions
📞 Need Help?
If you have questions about using the Search by Invoice ID feature — or run into anything unexpected — our team is here to help.
You can chat with us directly in the app or email us anytime at [email protected]