You can search for invoices on the web version of Kolmeo Pro.

How to search invoices on the web version of Kolmeo Pro

  1. Click on the Payments icon on the side menu, then select Invoices from the sub menu.

  2. If you are looking for a particular invoice and can’t see it by scrolling through the displayed list, you can use the filters to define a search.

  3. Click on the Filters button.

  4. To search invoices per Status, click on the status button to select, the selected status will be highlighted. You are able to select multiple status options.

  5. To search for invoices that require action only or invoices set to Pay from rent, click the toggle button next to Show only invoices that require action or Pay From Rent. The toggle button will change colour when selected.

  6. To search for invoices relating to a particular property, type part of the property address in the Property Search box then click on the property address in the search results to select or to search invoices assigned to a particular property manager, search the property manager's name in the Property Manager field.

  7. To search for an invoice from a particular supplier, type the supplier's name into the Supplier Search box. Click on the supplier's name from the search results to select.

  8. Click on the Save Filters button to confirm your selection.

  9. Great! Your invoice list will now only display the invoices that match your search criteria.


Troubleshooting:

How do I get back to my full list of Invoices?

A number in brackets next to the in the Filters button indicates that several filters are active on that page. Click on the Clear All button to clear the filters and return to your main invoice list.

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