This function helps you to locate a customer and their account number if you cannot remember their account number. You only need to enter a string that you can remember related to a certain search field.
Watch this video to see how to locate a customer account or follow the steps below it.
Navigate to the correct window
- Navigate to Debtors / Locate Account Number.
Enter the search options
- Enter any part of the account number, a part of the name you can remember, a part of the address or anything you can remember in the Search text box.
- Select the appropriate field to be searched in from the options.
Generate the report
- Click the Accept button.