User Tools

Site Tools


Searching for Clients Inside Debit Batches

Once you start making full use of our Debit Batch system for managing payments, often you’ll need to search inside a debit batch to answer questions and find specific clients.

Once in the client view you should see a secondary search box “search on batch…” appear for these specific searches.

You can use this search box and specific patterns (similar to our Client search) to find specific clients.

invoice-due:YYYY-MM-DD — find payments which are for an invoice that is due on the given date.

searching_for_clients_inside_debit_batches.txt · Last modified: 2014/10/29 11:50 by Lisa Adams