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Searching for existing invoices

Last post 06-06-2012 12:20 PM by Anonymous. 1 replies.
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  • 06-05-2012 8:19 PM

    Searching for existing invoices

    Hi,

    I am brand new to Methord CRM.  Is there a way to search for a particular invoice without having to scroll through hundreds of invoices?  Thanks!

  • 06-06-2012 12:20 PM In reply to

    Re: Searching for existing invoices

    Answer

    danalebow1301:
    Is there a way to search for a particular invoice without having to scroll through hundreds of invoices?

    Very easy to do this - on the invoices screen, under the Existing Invoices tab section, there's a box to type in above each column for Invoice #, Date and Customer:Job.  Type into one (or all) of these boxes then press enter to short list your invoices.

    Don't forget to review our webinars and help center for more infomration on using Method CRM.

    ~C

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