How can I view last years Invoice?

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Posted 6 years ago

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Photo of Drew


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Good morning, Chris! If you sent your Invoice from your WebForms account, you will be able to search for any document for one year. After one year, the data is archived offline. There are a few different ways to search for your Invoice:

1. Click on 'Preferences' on the left-hand side of your account and then adjust the 'Months in Mailbox' to 12. All the documents from the last year will now be in your Inbox and your Sent folder.

2. Use the "Search" feature to search specifically by the Invoice number.

3. Use the "Search" feature to look for the Purchase Order number. Then, once you find the Purchase Order, you can click on the Next Steps arrow and then click on 'Related Documents.' This will show you any documents created off of that PO.

Please let me know if this helps or if you'd like further clarification! Thanks!

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