Search Customer

lookup-customer

To search for a customer, click the Lookup Customer button located in footer panel in the lower left.

The Select Customer window will pop up, where you can search by parameters in the drop down menu, or by keyword:

  • Here you can find details about your registered customers.
  • You can also select a customer to to view their current invoice.

This button works as a shortcut for adding a new customer. When you click on this button, the Customer Maintenance window will open. To add a new customer, fill in the required information and hit Save. The Customer Maintenance window will close, and you will return to the Select Customer window, where your newly added customer is now listed.

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