The Billing Center's Search tab enables you to search for and display a specific invoice by its invoice number, or a customer's invoices by customer ID or customer name.
To search for an invoice:
Select Invoice # from the Find By drop-down list.
Type the invoice number you want to display in the search field.
Click Refresh Data or press Enter. The invoice appears below.
To search by customer ID:
Select Customer ID from the Find By drop-down list.
Type the customer ID you want to see in the search field. Note that the customer ID appears in the General tab of a Customer record.
Click Refresh Data or press Enter. The search results will appear in the Name drop-down list.
To search by customer name:
Type the customer name you want to see in the Name drop-down list. As you type, a list of results will appear.
Select the employee you want to display. The employee's invoices automatically appear down below.
You can perform any actions on displayed invoices by selecting the appropriate invoice check boxes and click a button (Preview Selected, Preview & Send Selected and New Transaction). These actions perform in the same manner as they do in the Unsent Invoices and Unpaid Invoices tabs of the Billing Center.
See Also:
Billing Center Overview