You can search for invoices from the FBO Director dashboard as well as from a customers profile. For the broadest search results and the most interactive experience the Browse Invoices page is the place to start. The Browse invoices page can be accessed by clicking the "Browse Invoices" link in the FBO Director navigation menu.
To Seach for invoices in FBO Director you must select the date range you want to search in. you can also further filter your search results by limiting your results to the status of the invoice you are searching for or by entering text to isolate in you search results.
After you find the invoice you are looking for you will have a variety of options for what you can do with it. Those options will depend upon the status of the invoice. An open invoice for instance can be edited by clicking the blue pencil icon. If an invoice has already been closed you can view it, re-print it, or email it by clicking the green magnifying glass icon. Options to void or refund as well as review email history are also available.
If an invoice has already been closed you can void that invoice by clicking on the red x beside the transaction. If the transaction was not closed recently and was paid by credit card there is a chance the transaction will need to be refunded. FBO Director will automatically detect the need to perform a credit return when you click the red x beside the transaction. In other words there is no difference between a void and a credit refurn in FBO Director, in either case the only thing you need to do is click the red x icon, enter your initials and FBO Director will handle the rest automatically.
Sometimes it's helpful to know when you sent an invocie to a customer. FBO Director keeps a record of each time you send and invoice so you can look it up each time and date it has been sent and to what email addresses.
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