Select invoice to create return from
- Search criteria defaults to last 30 days for the account user was active in
a. Search a specific order number, purchase order, etc. Hover over the black/white “(i)” to get a list of specific items that are searchable.
b. Choose a timeline from the dropdown, or click “Select Date Range” to create a custom timeline for your search.
c. Using this feature allows users to search only invoices that are eligible for a return to be created, check the box to turn this feature on.
d. If multiple locations are available to you, you may click on the blue Select option in the “Search with in selected accounts” which will allow you to choose as many accounts as you wish to pull data for.
e. Once the results appear, you may click “Select” in the far right column to begin the process to create a return.