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Dec 11, 2018

Searching Sales Documents

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The search box allows you to search for invoices, quotes, estimates, and work orders. The search is limited to the dates selected with the report period selector.

For example, to search for all invoices created last month for a customer named “John Appleseed”:

  1. Tap the report type selector and choose Sales

  2. Tap the report period selector and choose Last Month

  3. In the search box enter the customer’s name, in this example ‘John Appleseed’

You can also search by invoice number or purchase order number.

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