Difference between revisions of "Client Search"
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(Created page with "=About= Used to find client records in PinvoiceR. =How to Use= From the main menu click on <kbd>Clients</kbd> and then the <kbd>Search</kbd> links. From this form you can...") |
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Latest revision as of 02:35, 23 July 2019
About
Used to find client records in PinvoiceR.
How to Use
From the main menu click on Clients and then the Search links. From this form you can search by client name and also by Entity (in the instance you have multiple entities in your PinvoiceR system.
Once you have searched, you can then use the filter options to filter the results by;
- Entity
- Division
- Billing Location
- Trading Terms
