The search by invoice number function is now available in the Clients tab. You can now find your customers with only the invoice number.
Amilia now offers you the possibility to search by invoice number. How is this helpful? When we do bookkeeping, often it is the invoice numbers/receipts that stand out than the clients' names. To facilitate your task, we have developed a filter that can be used during a client search under the Customers > Accounts tab.
How do I search by invoice number?
The search by invoice number is easy to apply and effective!
To make your first search by invoice number, click on the Customers tab, then make sure you are on the Accounts subtab.
You should now see your client list as well as a box with the title "Add a filter".
Click on the box and you should see a drop-down menu appear on your screen. One of the last choices on the list should be "invoice number".
Click on "Invoice number” a space to enter the invoice number should appear on your screen.
Enter the desired invoice number and you should get the name of the customer to whom the invoice belongs.
Note that it should not have more than one name in the results when a search by invoice number is performed.