You can search for accounts using the account ID, surname, reference, company or account status.
- Choose Accounts from your main menu.
- Select Accounts again.
- Type information into any of the fields:
- Account ID
- Surname
- Reference
- Company
- Select Uninvoiced or Closed in the Status drop down.
In this example, we are looking for uninvoiced accounts for Hardy.
All accounts matching the information in the search fields will show.
Click on the account you were searching for. In this example, we are looking for Booking ID 59.
The Account Summary screen will open for you to view the information.
