How can we help?

LifeSaver Software Software offers you the flexibility to quickly locate past invoices and take actions such as printing, editing, making payments, or emailing customers. This article will show you how to search for an invoice in just a few clicks. With Invoice Search, you will be able to retrieve results by invoice number, partial customer name, phone number, or even work order description. Take a look below to see how you can streamline your billing process and help your business stay organized and up to date.

 

Searching for Invoices

There are two ways to find your Invoices, we’ll start with the Invoice Search. On the LifeSaver Software home screen, click the Invoice Search button. This opens the Invoice Search window.

After you click Invoice Search, you can look up invoices using whatever information you have:

1. Invoice Number – Enter the exact Invoice number into the Invoice # field. 
2. Work Order Number – Enter the exact Work Order number into the W/O # field. 
3. Search – You can search using the customer's first or last name, phone number, company name, or email address.    
4. Workorder Description – If you know the Workorder Description, enter all or part of it to find matching Invoices.  
5. Date Range – Specify a Start Date and End Date as pictured above to view Invoices created or updated within that time frame.  
6. Purchase Order Number – If a PO number was attached to the invoice, you can enter it into the PO # field to find the Invoice.
7. Search Button – Click the Search button once you have your search data in place to view matching Invoices.
8. Zero Balance Invoices – By default this checkbox is active so your search will also find Invoices that have $0 balances. Un-check the box if you don’t want Invoices with zero balance.

As an example, if you type “344” in the Invoice # field and click the Search button, you will see Invoice 344 and any associated records that contain 344 in the data. Once you see the invoice line item, you can pay it, void it, refund it, or email it, all from the same screen. 

 

Invoice Actions

Under the Invoice Search results, each Invoice record includes its Invoice Number, Revision number, Customer Name, Date Created, Balance, Total, Status, and Cut Mat ID number. Each Invoice also has a set of buttons you can use to do the following:

1. Pay – Click the Pay button to apply a payment to the Invoice or issue a refund as needed. You can take or refund a payment from the Accept Payment page that loads.
   
   
2. Edit – Click this button to open the options to View Only, Full Edit, Price Lock, or Partial Edit the invoice, as pictured below.
   
   
3. Print – Click this to open the Print drop-list with options to print the Invoice, the Work Order, both, or an envelope version of the invoice.
   
   
4. Other – If you click the Other button a drop-list will open giving you several options for the Invoice. You can Send a Digital Invoice, an Online Payment Link, a Review request, or an Email of the invoice to the customer, if their email address is saved. If needed, you can Void the invoice, export a Valiani File of the Work Order, or Upload a CMC File of the Work Order. You can also Return the Invoice or view Previous Returns.
   
   

 

Browsing Invoices

From the LifeSaver Software Home page, you can click to Browse Invoices in the upper left. The Browse Invoices page will load for you and lists all saved Invoices in the system.

1. Number of Invoices – You can use the numbered buttons in the upper left to set how many Invoices will be visible per page, either 10 (default), 30, or 50.
2. Invoice Data – The data table displays the Invoice Number, Revision number, Date, First and Last Name of the Customer, Company, Total, Description and Status of each Invoice.
3. Open – You can click the Open button to open the Editing Work Order window pictured above (in #2 Edit of the Invoice Actions section above).
4. Print – Click the Print button to print the invoice to a PDF file or to a connected printer.

Please Note: As you’re working on your invoices, the work in progress is being automatically cached in the browser as an Autosave function. The usefulness of this feature is that if the system crashes for some reason, or there is an internet outage, it may be possible to recover the work in progress. This is especially important whenever you’re writing invoices with many line items. On the Browse Invoice page you will now see a Recover Last Invoice button you can use if you somehow crash.

 

Related Topics

Working with Invoices

Working with the Database Maintenance Button

 

Frequently Asked Questions

Q: Can I search for partial names when searching for invoices?  

A: Yes, you can type partial or incomplete names in the Name field and the LifeSaver Software will show all matches for that portion of the name.  

 

Q: What if I can’t remember the invoice number or the customer’s details?  

A: You can use date ranges or work order descriptions instead. The LifeSaver Software provides multiple ways to retrieve the correct invoice.  

 

Q: Is there a limit to how many invoices will display in the results?  

A: By default, results display all invoices that contain the search criteria, so you can refine your search with additional details (e.g., date range, phone) to narrow the list.  

 

Q: Can I see if an invoice has a balance due in the results?  

A: Yes, the search results typically show the invoice number, revision number, customer name, balance, and more detail.  

 

Q: Can I email an invoice directly after I locate it?  

A: Absolutely. Under the “Other” button drop-list, you will see the Email Invoice feature that lets you send a copy to the customer. 

 

Q: I have a question, but I can't find my answer here, how do I get more assistance?

A: You can ask any question at the link below, once received one of our technicians will be in touch! If you need immediate assistance, the LifeSaver Software team is available Monday through Friday, from 9:00am to 6:00pm Eastern time. Feel free to contact our support team at: 1-800-381-0600, extension 2. Or you can email us at support@lifesaversoft.com and we will respond within 24-hours.