Use this page to look up a customer's or company's transactions in order to view or modify them.
Go to Front Desk > Receipts > Lookup transaction.
You can search for a previous transaction by directly using the receipt number. You can also search for a customer or company and display a list of their previous transactions.
You can use the following criteria in your search:
| Name of Field | Type | Description |
Search by Customer |
||
First Name |
Text |
Full or partial first name of the customer. |
Last Name |
Text |
Full or partial last name of the customer. |
Email Address |
Text |
Email address of the customer. |
Address |
Text |
Full or partial address of the customer. |
Country |
Dropdown list |
Country of the customer'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 customer's address. |
State |
Dropdown list/Text |
State or province of the customer's address. |
Zip Code |
Text |
Zip or postal code of the customer's address. |
Phone |
Text |
Full or partial home or work telephone number of the customer. |
Site |
Dropdown list |
Option to include a specific site in the transaction search. |
Include Retired? |
Checkbox |
Option to include retired customers in the transaction search. |
Direct Access by Receipt |
||
Receipt Number |
Text |
Enter the Receipt Number of the transaction, then click Submit. |
Direct Access by Customer |
||
Customer ID |
Text |
Enter the Customer ID, then click Submit. |
Search by Company |
||
Company Name |
Text |
Full or partial name of the company. |
Company ID |
Numeric |
ID number of the company. |
Email Address |
Text |
Email address of the company. |
Address |
Text |
Full or partial address of the company. |
City |
Text |
Full or partial city of the company's address. |
State |
Dropdown list |
State or province of the company's address. |
Zip Code |
Text |
Zip or postal code of the company's address. |
Phone |
Text |
Full or partial telephone number of the company. |
If you enter a receipt number, transaction information for that receipt is displayed.
Click the receipt number to view receipt details.
Click the Transaction type link to view or modify transaction details.
If you use the customer or company search, the search result displays a list of customers or companies that match your criteria. To select a customer or company from the list, click its Name.