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Why can't I locate my Invoice

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Why can't I locate my invoice?

If your Invoice is older than a year, you will need to remove the Service Period date default which is set to a rolling year.  

  • Example results with Service Period date default set:

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  • Example results once Service Period date default removed:

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Acuity Tips:
  • Create a Saved Search which removes the date default.  For written instruction on Saved Searches, see Saved Searches

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  • Or, if you know the Claim Number, go to the Financial tab on the Claim Profile
  • Click the Invoices option
  • View ALL invoices tied to the Claim
  • This section only filters if you select Refine Invoices Filter

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  • For more written instruction on Invoice Searches, see Invoice Search
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