Customer Search

Use the global search in the top right of the application to search for customer information. Results will show for:

  • Company Names
  • Contact info (first and last names, email addresses)
  • Invoice Numbers
  • Transaction Reference Number

 In addition to the search field, you may select Customers from the left-hand menu

By default, this page will filter ONLY to companies with open invoices. Should you wish to view the full customer list, you will need to select the All Invoices filter found at the top of the page.