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Solar eCRM Setup

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Corporate Company

invoice_search

To manage invoices it is important to have a good search function in place. The Invoice search box provides a variety of option to search invoices based on different “Search Criteria”.

Invoice > Default/Simple Search > Enter Search data > Click Search

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Invoice > Click Advanced > Enter Search data > Click Search

  Invoice -> Select the "Search Criteria" -> Click "Search"

You can select any one “Search Criteria” or a combination of different “Search Criteria” to filter the invoices data

Search Criteria Description
First Name Search Invoice by customer's first name
Last Name Search Invoice by customer's last name
Invoice Status Search Invoice by invoice status
Invoice No Search Invoice by invoice number
Suburb Search Invoice by customer's suburb
State Search Invoice by customer's state
Phone Search Invoice by customer's phone number
Invoice Date Search Invoice by invoice date
Type Search for commercial or residential

invoice_search.txt · Last modified: 2019/02/28 13:20 (external edit)