Rapid Invoice Search
PRM features an advanced, rapid invoice searching capability that lets you locate an invoice based on several unique criteria.
Rapid Searching Of Invoices
An invoice can contain information other than SKU and Description in the body of the invoice. The purpose of Invoice Quick Find is to give you ready access to find invoices with specific contents.
These are additional ways to get added information into an invoice
- Category Selling Prompts
NOTE: Invoice Quick Find will not search Service Notes nor Invoice Notes.
How To Search For Text
1) Enter text to search for
2) Choose OK [F10] to apply the Quick Find filter(s).
3) This will then display all invoices which match the criteria.
4) Choose the RESET option to display all invoices again.
If you have chosen to use Invoice Prompts as a method to gather additional information relative to the customer or services rendered, this Invoice Quick Find will include the fields of Invoice Prompts for search capabilities. (see Invoice Prompts)