Have you ever struggled trying to locate information about an invoice in Genie when all you know is the invoice number? If the account is outstanding you can easily navigate to Billing > Receipt by Invoice No to locate the invoice details but what happens when that invoice has been fully receipted? Use either of the below options to find your invoice within Genie.
Before you begin
Before searching for the invoice, you must know the invoice number you are trying to search for. This may be listed in your bank account against a direct deposit or on a remittance advice you received.
Finding an invoice via the Sales window
If you would like to quickly look at the particulars of the invoice, you can search in the Sales report.
- Navigate to File > Maintenance and Reports > Administrator tab;
- Select the Sales icon at the top left of the window.
- In the resulting window, click the magnifying glass icon
- In the Query Editor window that appears, enter in the below information.
Table Field Comparison Value 1. [Sale] InvoiceNum is equal to "xxxx" 2. Query 
Once you click Query, you will be returned to the Sales window. The details of the invoice will be listed, including the patient name, provider, item, fee, and any payments made against the invoice.
Finding an invoice via the Patient list
If you are just after the patient's information, or would like to easily look at their entire Account History, you can search for the invoice through the Patient list.
- Navigate to Open > Patients;
- In the Patient list, go to Records > Search;
- In the Query Editor that appears, enter in the below information.
Table Field Comparison Value 1. [Sale] InvoiceNum is equal to "xxxx" 2. Query
Once you click Query, the Patient list will now show the patient attached to the corresponding invoice number. From here, you can access their file including demographics, clinical, or Account History.
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