Locating a customer account

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

  1. Navigate to Debtors / Locate Account Number.

Enter the search options

  1. 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.
  2. Select the appropriate field to be searched in from the options.

Generate the report

  1. Click the Accept button.
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