Do you find yourself scrolling through lengthy quotes or invoices to find a part number or item description?  Do you ever wish there was a faster way to find what you’re looking for?

If so, it’s time to give your mouse scroll wheel a rest and try out the new Search Invoice / Quote feature on our Invoice/Quote quick access menu.

How it works

To search for a part number, description or invoice note, do this:

  1. In the Invoice/Quote module, right-click any invoice or quote line-item to open the Invoice/Quote quick access menu.
  2. On the menu, click Search Invoice / Quote.
  3. In the Search Invoice / Quote window, enter a search term, and then press Enter.
  4. To repeat the search and find the next match, click Find Next or press F8.

Tip For even quicker access to this feature, use the keyboard shortcut Ctrl + F to open the Search Invoice / Quote window.

Search your invoice using the quick access (right-click) I/ Q Search menu option

If you have questions or suggestions about this information, contact