How to Search a Company

How to Search a Company

  1. In the Contact module, select the Company radio button and enter the company name in the search bar.
  2. In the Invoice module, find the company using the search field under Customer. Then, click on the Go to contact in the bottom left corner.

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    • How to search a contact

      n the Contact/Co. module, select Contact (or Company), and type in the name in the search bar. And then select the contact. In the Invoice module, you can search for your client in the search bar above the invoice. Once you have added your contact to ...
    • Editing Your Company Information

      If you ever need to modify the information related to a company, here's how to proceed: Click on the Contact module icon. Click on Company. Search for your company and double-click on your company name. The Edit company window will prompt and from ...
    • How to Delete a Company

      Go to the Contact/Co. module. Select Company. Search the contact to delete. Select it. Click on the Delete contact icon.
    • How to Edit a Company

      Go into the Contact module. Select the Company radio button. Search for the company on the left-hand side of your screen. Select the company to edit. Double click on it or click the Edit company button.
    • Searching an invoice

      Via Invoice List Click on the Display Available Reports icon under History. Select the timeframe when the invoice was created Click on View to generate the list of invoices. Double click on the invoice to view it. Via the Search an invoice function ...