Find An Invoice In ZenCase

How To Find An Invoice By Search Or Filtering In ZenCase

Christine Clark avatar
Written by Christine Clark
Updated over a week ago

Invoices List Search

You can also view all invoices, search, and/or filter invoices from the Invoices list page.

  • Go to the Invoices list page by clicking on "Invoices" link in left navigation bar.

  • In the search bar, you can enter the invoice number, client number, client name, matter number, or matter name to search invoices

    • Note: This is a fuzzy match search and will return results that contains the search term you entered.

  • You can also filter the invoices list by:

    • Status

    • Client

    • Matter

    • Charge

    • Payment

  • Click the "All Filters" button to filter by more filter options.

You can also save your filters as a custom filter, read on to find out how to Save Custom Filters on Pre-Billed or Invoices List Page

If you have any questions, please let us know!

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