Use search criteria
- Search for invoices in either:
- Billing > Send Invoices
- Inquiry > Invoice Inquiry
TIP: Invoice Inquiry has the most search filters & is customizable
If you want to search by the Bill To Firm, use Send Invoices. Otherwise, Invoice Inquiry will usually be the best function for finding invoices when you don’t have the invoice number because it has the most search filters.
Also, Invoice Inquiry’s results grid layout is customizable, so you can set it up to show results as you want to see them, such as the column order, which columns are visible and which the list is sorted by. See Customizing grids.
- In the Search By pane, no specific filter is required, but you must use at least one of the search filters:
-
Invoice No.
To find a single invoice by its RB9-generated invoice number, enter the full invoice number.
-
Date Type
- Invoice Date – Default. Date job was billed.
- Job Date – Date job occurred.
- Post Date – Date invoice was posted in RB9.
-
Date From/Date To
Works with Date Type. Enter dates in the fields or click
to select dates in the Date Navigator. -
Job No.
To find invoices for a job, enter the full job number.
-
Account Status
Invoice Inquiry only
- ALL – Default. Displays both paid and unpaid invoices.
- Show Open Invoices Only – To see only outstanding (unpaid) invoices.
- Show Paid Invoices Only – To see only paid or otherwise settled invoices (such as Voided).
-
Case
Click
to find invoices for a case (see Looking up cases). -
Bill To Firm
Send Invoices only
Click
to find invoices for a single firm that will be paying for the invoices. -
Claim No.
Invoice Inquiry only
To find an invoice by its claim number, enter the full claim number.
-
Client Matter No.
Invoice Inquiry only
To find an invoice by its client matter number (a number designating the client combined with a number designating the case), enter the full client matter number.
-
Invoice Amount From/Invoice Amount To
Invoice Inquiry only
To find invoices with billed totals within a certain dollar amount range, enter numerals only.
-
Ref. No. for Contact
Invoice Inquiry only
To find an invoice for a Bill To contact who gave you a reference number to use on the invoice, enter the number.
-
Ref. No. for Resource
Invoice Inquiry only
Some reporters or agencies who work for other agencies have their own reference number for their invoices. Enter part of the reference number to search for invoices that include services from a resource that sent you an invoice.
-
Invoice Type
Default is ALL. To limit which categories of invoices to search, click
(see Lookup panel). Invoice types are set in Lists > Invoice. -
Job Location City
Invoice Inquiry only
Enter part of the city name where the billed job took place.
-
Job Location State
Invoice Inquiry only
Default is ALL. Click
to restrict the search to specific states, provinces, territories (see Lookup panel). -
Business Units
Profit centers or parts of your business you track separately. Default is ALL. Click
to restrict search to jobs tied to specific BUs (see Lookup panel). BUs are set in Business Units.
-
View results
Click 
. RB9 lists all of the posted invoices that meet the specified search condition(s). Voided invoices appear in red.
- To view an individual invoice’s details and send the invoice to the client, click its hyperlinked Invoice No. See Viewing & sending single invoices.
- To send or archive multiple invoices at once, see Sending & archiving invoices in batches.
- To export and save the results, click
(in Send Invoices) or 
(in Invoice Inquiry) and select an export file type. See Exporting & printing results.
TIP: Balance+ column in results grids shows balance of all related transactions
Both Send Invoices and Invoice Inquiry include an Invoice Amount column and a Balance+ column. Balance+ shows the current balance for the invoice including all fees added since the original invoice was issued, such as late charges and finance charges, and minus any payments already made. Invoice Inquiry includes a Balance column which displays the outstanding amount of the original invoice minus any payments.
NOTE: COD invoices & unposted invoices are not included in results
Because COD invoices are different from regular invoices and cannot be posted until paid, they are not included in Send Invoices or Invoice Inquiry searches. To find COD invoices, use Billing > COD Invoices. See Working with COD invoices.
To find unposted non-COD invoices, see Searching unposted invoices.