Search Invoices

Description

Search for an invoice based on a filter, such as name, email, status, dates, etc.

Project compatibility

Windows | Cross-platform

Configuration

• Connection ID - The connection established in Integration Service. Access the drop-down menu to choose, add, or manage connections.

• Recipient email - Filter by invoice recipient’s email address. This field supports String type input.
• Recipient first name - Filter by invoice recipient’s first name. This field supports String type input.
• Recipient last name - Filter by invoice recipient’s last name. This field supports String type input.
• Recipient business name - Filter by invoice recipient’s business name. This field supports String type input.
• Invoice number - Filter by invoice number. This field supports String type input.
• Invoice start date - Filter by the invoice start date. Invoice start and end date must be used together. Use the calendar widget to select a date. This field supports DateTimeOffset type input.
• Invoice end date - Filter by the invoice end date. Invoice start and end date must be used together. Use the calendar widget to select a date. This field supports DateTimeOffset type input.
• Status - Filter by invoice status. Select an option from the available dropdown list.

Manage Properties

Use the Manage Properties wizard to configure or use any of the object's standard or custom fields. You can select fields to add them to the activity canvas. The added standard or custom fields are available in the Properties panel (in Studio Desktop) or under Show additional options (in Studio Web).

Additional options

• Reference - Filter by the reference purchase order (PO) associated with the invoice. This field supports String type input.
• Fields - Choose one of the following options: Items, Payments, Refunds, Additional recipients info, Attachments.
• Currency code - Invoice currency code in 3-character ISO-4217 format. Select an option from the available dropdown list. This field supports String type input.
• Invoice created end date - Filter by the invoice created end date. Invoice due start and end date must be used together. Use the calendar widget to select a date. This field supports DateTimeOffset type input.
• Invoice created start date - Filter by the invoice created start date. Invoice due start and end date must be used together. Use the calendar widget to select a date. This field supports DateTimeOffset type input.

Output

• Search invoices - Automatically generated output variable.