Use this page to look up an existing receipt. You can either search directly by receipt number, or select from a list of receipts for a particular customer or company.
Direct Access by Credit Card Number
Use one of the following methods to search for a receipt:
Enter a receipt number to display details of the receipt.
Enter a customer ID to display a list of receipts by that customer, and select the receipt from the list.
Enter a set of customer or company search criteria to display a list of customers or companies who match the given criteria. Note that when more than one criteria are used, all of them must match for a record to be included in the result list (for example: using last name only will return all customers with that last name, but if both first and last names are used, only specific customers with both names would be returned).
You can use the following criteria in your receipt search:
Name of Field |
Type |
Description |
Search Criteria |
||
First Name |
Text |
Full or partial first name of the customer.
Note: You can use wildcards (* or %) to search for any string of characters anywhere in the first name. For example, searching for *ch* would include Michael, Chandler, and Peach in the results. |
Last Name |
Text |
Full or partial last name of the customer.
Note: You can use wildcards (* or %) to search for any string of characters anywhere in the last name. For example, searching for *re* would include Presley, Redford, and Moore in the results. |
Address |
Text |
Full or partial address of the customer. |
Country |
Dropdown list |
Country of the customer's or company's address.
Note: This option only appears if you have selected the Allow international addresses option in System Settings - General. |
City |
Text |
Full or partial city of the customer's address. |
State |
Dropdown list/Text |
State or province of the customer's address. |
Zip Code |
Text |
Zip or postal code code of the customer's address. |
Phone |
Text |
Full or partial home or work telephone number of the customer. |
Site |
Dropdown list |
Option to select a site to include in the receipt search. |
Include Retired? |
Checkbox |
Option to include retired customers in the receipt search. |
Created Source |
Dropdown list |
Select to filter for:
|
Receipt Number |
Numeric |
Enter the Receipt Number to access the receipt directly. |
Receipts for Customer ID |
Text |
Enter the customer ID to access the customer record directly. |
Credit Card Number |
Numeric |
Enter the credit card number of the credit card used to pay for the receipt.
Receipts that were paid for with this credit card are returned in the result list. |
Direct Access by AMS Order ID |
||
AMS Order ID |
Numeric |
Enter the receipt header ID to search for a specific receipt. |
Company Name |
Text |
Full or partial name of the company. |
Company ID |
Numeric |
ID number of the company. |
Address |
Text |
Full or partial address of the company. |
Country |
Dropdown list |
Country of the customer's or company's address.
Note: This field only appears if you have selected the Allow international addresses option in System Settings - General. |
City |
Text |
Full or partial city of the company's address. |
State |
Dropdown list/Text |
State or province of the customer's address. |
Zip Code |
Text |
Zip or postal code of the company's address. |
Phone |
Text |
Full or partial telephone number of the company. |
Site |
Dropdown list |
Site where the company is attached.
If you select All Sites, companies from any site may be included in the result list. |
The customer search result displays the Customer List page. Click the link in the customer or company name to select the customer or the company. The existing receipts for the selected customer or company are displayed.
Click the link by the Receipt Number to display the complete details for that receipt.