Invoice History Listing

The Invoice History listing screen allows you to search for and view an invoice history in the billing history. The amount and kind of invoice history displayed is determined by the retention months specified in the Retention History configuration, with a maximum retention period of 99 months.

You can access the Invoice History screen from these locations:

  • Financial Management > Accounts Receivable > Invoice History

  • Product Support > Equipment > Invoice History

  • Product Support > Service > Invoice History

  • Product Support > Parts > Invoice History

  • Product Support > Rental > Invoice History


The fields you can searched on the Invoice History listing screen are:

Field Description
Invoice Number

Search for history by entering an invoice number.

If the invoice is outstanding the invoice number field is highlighted.
PO Number Search for history by entering a purchase order number.
Show Date

Search for history by selecting a date type:

  • Invoice Date—date the invoice was printed
  • Billing Date—date keyed in during the billing run that processed this invoice
  • Processed Date—actual date of the billing run
Date Range From/To

Narrow the history search by selecting a specific date range.

Note:  The date range field is ignored if anything is entered in the Invoice Number, PO Number, Contract # or Sales Order # selection fields.
Customer Number Search for history by entering a customer number.
Invoice Type Search for history by selecting an invoice type from the drop down list.
Full Text Search Search for an invoice by entering any string of data that might be stored in the corresponding INVHD file. For example, you may enter the customer number, name, stock number, a specific PO number, or any specific data that is captured on the invoice can be searched for.
Location Search for history by entering the branch the invoice was billed in.
Contract # or Sales Order # Search for history by entering a contract or sales order number.

The fields on the Invoice History listing screen are:

Field Description
Invoice Number

The invoice number or system reference number.

The first digit of an invoice indicates the system from which the invoice was generated, as specified in the General Invoice First Digit . The Invoice 1st Digits are configured by location and can include special characters, any number from 0-9 and any letter from A-Z, except for Q, L and R which are reserved for sales order invoice values.
Location The location where the invoice was processed.
Type The invoice type.
Customer Name The customer's name.
Reference Number The invoice reference number.
PO Number The purchase order number.
Invoice Date The date the transaction was invoiced.
Invoice Amount

The total charge for all billable items on the invoice.

This amount includes the Final Customer Charge (FC), Final Warranty Charge (FW), and Final Internal Charge (FI), if they are applicable. If these additional charges are present a 'Info' tool tip appears next to the invoice amount that breaks out each charge as they are added to the invoice amount.

Select the checkbox next to the desired Invoice Number(s) to choose it for printing or e-mailing.

Click on an Invoice Number to preview the invoice details.

Data Source: INVHH, INVHD

Security Switch: 600 Accounts Receivable - Access Invoice History

Revision: 2023.12