How to find invoices in TRAEDE

This guide explains two simple ways to find invoices in TRAEDE. It's useful for users who need to locate both open and booked invoices quickly and efficiently.

Option 1: Find invoices via the Sales section

1. From the TRAEDE home screen, go to Sales > Invoices.

2. You will now see two tabs:

   • Open invoices: These are invoices that are not yet booked and have not been sent to the customer.

   • Booked invoices: These are invoices that are already booked and sent to the customer.

3. Use the filters at the top to narrow down your search.

   • You can filter by Customer, Order number, or other fields to find the specific invoice you're looking for.
     

Option 2: Find invoices via the Customer list

1. From the TRAEDE home screen, go to Customer > Customer list.

2. Search for and select the customer whose invoices you want to view.
   

3. In the customer overview:

   • Go to the Sales tab.

   • If the customer has any invoices, they will be listed at the bottom.

   • Related orders will be displayed at the top.
     

Tip: If you're often looking for invoices from specific customers, using the customer list is a quick shortcut.