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 use the three bar menu  to navigate to "Customers". 

Using the Quick Filter, you can limit your search to companies that only have open invoices.