There are several places you can search and view an invoice. In general the easiest is to use the INVOICE HUB.
1. The Invoice Hub - you can search by customer name, invoice number, date, or date range.
You can use the search bar to search by name or invoice.
You can use the FILTER ICON to search by specific date or date range.
Or you can use the tabs to sort between status of invoices.
Finally - you can use all search features to narrow your results
Last name, Unpaid Status, with specified date range.
2. If you know the customer name you can go directly to their Customer Dashboard and view all of their invoices.
You can sort by 6 months, 12 months or ALL with the sorting tab.
We hope this helps! If you still cannot access customer invoice you can look at the Invoice Report to search as well.
If you need additional assistance please reach out to our Customer Support team at (951) 234 5166 or email us at support@paythepoolman.com Thank you!