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searching_for_clients_inside_debit_batches [2014/10/29 11:50] (current) Lisa Adams created |
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+ | ===== 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. | ||
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+ | Once in the client view you should see a secondary search box "search on batch..." appear for these specific searches. | ||
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+ | You can use this search box and specific patterns (similar to our Client search) to find specific clients. | ||
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+ | invoice-due:YYYY-MM-DD — find payments which are for an invoice that is due on the given date. |