Receipt search

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.

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Search Criteria

Direct Access by Receipt

Direct Access by Customer

Direct Access by Credit Card Number

Search by Company

Search Criteria

Use one of the following methods to search for a receipt:

 

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:

  • All customers (All sources)

  • Only customers who completed the prospective customer questionnaire form (Prospect form).

  • Only customers who did NOT complete the prospective customer questionnaire form (Non-prospect form).

Direct Access by Receipt

Receipt Number

Numeric

Enter the Receipt Number to access the receipt directly.

Direct Access by Customer

Receipts for Customer ID

Text

Enter the customer ID to access the customer record directly.

Direct Access by Credit Card Number

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.

Search by Company

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.

Related topics

Reservation list

 

Return to Receipts