On the dashboard, pick what you’re looking for, type, and press Search. If there’s exactly one match it opens straight away.
- Customer: by name, either way round (“Anna Kowalski” or “Kowalski”).
- Job: by customer name, job name, address, phone number or job number (1373-0042 or just 42).
- Invoice #: the invoice number.
- Invoice amount: every invoice, payment and refund of that exact amount, and whose it is. Handy when a cheque or e-transfer comes in.
Invoice searches are for the office; crews and subs can’t search.