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Topics

Site Tools
Sales
To find a payment from a customer
- Click the Find Transactions option in any command center.
- Click the Invoice tab.
- To find a customer payment, you'll first locate the sale on which the payment was made. You have several choices:
- Choose Invoice from the Search By selection box and enter the sale's number in the box to the right.
- Use the Search By selection box to choose another way to search -- All Invoices or Customer PO #.
- Click the Advanced button to search using additional criteria, such as the date, amount or memo.
- Click the Card tab, then enter the name of the customer whose invoice you're looking for to find the invoice number. Enter this number in the Invoice # field under the Invoice tab.
- The payment you're looking for appears in the scrolling list. Click the zoom arrow next to the payment's number to view details about the payment.
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