Search for a specific transaction item, such as invoices, payments, credit notes and journal entries.)
In the drop down list select 'Transactions'
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Search Client Transactions
There are different ways to search for the transaction you are looking for.
Click on 'Type"
Click on the drop-down arrow to view the different transaction types you can choose from. By default it will always be on all:
- Invoice
- Credit Note
- Payment
- Refund
- Take on Balance
- Journal
- Reversal
- All
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Other search options
- Tran. No: If you know the transaction number, you can enter it here.
- Reference: If you know the reference, you can enter it here.
- Arrival and Departure: Enter in dates that will help you find the transaction.
- Amount: Enter the amount to find the transaction.
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Finding the transaction
In this example we will search for the transactions using 'Arrival and Departure'. A payment of R2000.00 was received between the 10th and 13th of July 2022.
- Enter in the arrival and departure dates.
- The transactions will be displayed. Click on the transaction you are looking for.
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Click on 'Transactions'
You can view the transaction in the account it belongs to.
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