How to Find an Invoice

In this article, we’ll walk you through the steps of finding an invoice in Pay Theory’s dashboard using the search bar and the filters.

General Navigation Overview:

1. Log into your Pay Theory account and navigate over to the “Invoices” tab on the left hand side of your screen.

2. You will see the 10 most recent invoices.

   1. You can increase the number of visible invoices with the “Results per Page” drop down menu.

   2. You can also use the arrows by the “Results per Page” drop-down to paginate through pages.

Search Bar

1. Search for specific invoices using the search bar.

   1. You can search by the payor’s name, email address, or phone number. The invoice dashboard will update in real-time to the typed queries.

Search Using Filters

1. To add filters that will narrow the results, select the “Filters” button next to the search bar.

2. You can combine multiple filters together to find a specific invoice or set of invoices.

3. To clear the previously chosen filters, select the “Reset Filters” button at the bottom of the side sheet.

Need Help?

If you run into any issues, please send Pay Theory a message directly to the email [email protected] or submit a ticket at https://www.paytheory.com/contact and we will be happy to assist you.