Search for Sales Invoices that are Under Preparation

Use Sales Invoices Under Preparation in the Follow-Up submodule in the Tasks module to search for sales invoices that are under preparation.

To use Sales Invoices Under Preparation, you must have access to Tasks as defined in User Access Rights under Settings.

To search for a sales invoice that is under preparation:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, click Follow-Up > Sales Invoices Under Preparation.
3. On the grid toolbar, use the Search field to enter a keyword that is associated with the sales invoice that is under preparation.