To find a sale
If you haven't already read the Sales Overview, see Finding sales for more information.
- Choose Find Transactions in any command centre to open the Find Transactions window.
- Click the Invoice tab.
- You have several choices:
- Choose Invoice No. from the Search By selection box and enter the invoice number in the box to the right.
- Use the Search By selection box to choose another way to search -- All Invoices or Customer PO No.
- 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 No. field under the Invoice tab.
- The invoice you're looking for appears in the scrolling list. Click the zoom arrow next to the invoice's number and the transaction will appear.