How to View Sales Invoices in Customer Ledger Entries

Step 1: Navigate to the Home page, use the Search box at the top right corner to search for Customer Ledger entries. Select the related Customer Ledger entries link.

Step 2: On the Customer Ledger entries page, at the top right corner there will be a funnel icon, click on the funnel icon to get the filter view on the left side of your Customer ledger entries screen. 

Step 3: The filter pane enables the user to search for any type of entries which are visible in the fields list when you click on “+ Filter”.

Step 4: Click on the “+ Filter” icon, you will get a list of visible fields which we can use to filter.

Step 5: Click on Document No. if you know the invoice no. of the posted invoice, if you do not know, you will have the invoice no sent from the Customer. If you have the invoice No. our Customer sent, then click on the External Document No. field.

Step 6: Click on the respective field and enter the invoice no. you want to find entries for, this will filter to the document you are looking for. 

This same process can be followed for rest filter fields. For example, finding postings from a specific date period.