How to find an Invoice

Any invoices that you've entered into Swim, both stock and expense invoices, can be easily searched for if you need to pay off, reference or add further stock to the invoice in the future. Since stock and expense invoices come under the same invoice section there are 2 methods you can use for finding invoices that works for either invoice type. For both these methods you will require some information to make it easier to find the invoice, usually you will have an invoice number which will let you find the invoice instantly.

Searching via Stock Menu

1. Got to the Stock Menu.
2. Click Enter Stock From Invoice.
3. Type in the information you have into the search fields and click Search.
4. Go through the list until you find the appropriate invoice and click Open.

Note: You can use this method for expenses invoices as well as stock invoices, you do not have to be entering stock to use this method.

Searching via Expenses Menu

1. Go to the Expenses Menu.
2. Click Find Invoice.
3. Type in the information you have regarding the invoice into the search fields and click Search.
4. Go through the list until you find the appropriate invoice and click Open.

Note: You can use this method to open stock invoices as well, you can click Enter Stock on the invoice if necessary.