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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.
 +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