Search Invoices

FieldStack has a feature that allows you to search previous invoices to get information about transactions that have previously occurred. This can be useful for a number of reasons; for example, you may wish to look at transactions on a particular register to reconcile cash drawer discrepancies, or find history on a transaction for which a customer has misplaced their receipt. 

To search for an invoice, click on the "Search Invoices" button in the Sales section of the POS tab.

You'll be brought to a screen that shows you all of the previous receipts for your location.

From this screen you can view all items, payment methods, and sales tax in a transaction.  You can also view details such as the associate who completed the sale, the customer's name (if they have a loyalty account), the time of the transaction, which register, the transaction total, the item UPCs, category, and the PO number of the transaction.  These essentially give you the "who, what, where, when, how" of a transaction, should you need to acquire these details. In a selected transaction, you can also jump to the associated customer's account using the View Customer button; potentially reverse the sale, effectively voiding the transaction, should a transaction have occurred in error (not available for all transaction types); or, perhaps most frequently, produce a new receipt for a transaction with the New Receipt button, if the customer wants the receipt re-printed for any reason.

If you are searching for an invoice from a past day, there are several buttons to help you.  There are the "Previous Date" (Alt + P) and "Next Date" (Alt + N) buttons to look through previous days incrementally, or you can also click on the date entry below these buttons to bring up a calendar to select a date from. If the customer has a previous receipt that contains a barcode for the transaction, you can also jump directly to the specific transaction by scanning the receipt barcode into the Receipt Barcode field.

When you have displayed your desired set of results (your list of transactions), you can further sort or filter those results in the left-most pane. For example, you can click the Amount column header to sort by transaction amount in ascending or descending order. You can also hover the mouse over a desired column header and select the small filter triangle that appears, in order to filter to only results that concern you - e.g., only display transactions for a particular register number, amount, or store location, based on the settings you enter for the filter. Note that if you have filtered results, and you wish to return to the full set of unfiltered results or change the filter to a different type, you can edit or cancel the filter in the small window that displays beneath the results: