Search for a specific transaction item, such as invoices, payments, credit notes and journal entries.
Click on 'Clients'
From the drop-down menu select 'Transactions'
Search Client Transactions
There are different ways to search for the transaction you are looking for.
Click on 'Type"
Click on the drop-down menu to view the different transaction types you can choose from.
The type 'All' will always be the default.
The options are:
- Invoice
- Credit Note
- Payment
- Refund
- Take on Balance
- Journal
- Reversal
- All
Other search options
- Tran. No (Transaction Number): 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: Select dates that will help you find the transaction.
- Amount: Enter the amount to find the transaction.
If there are no transactions for the period you are searching for, you will not see any results, only a white display.
View the transaction
Once you have narrowed down your search, click on the transaction you were looking for.
This will open the 'edit client' screen where you can select transactions and see the transaction you found on the search.
