Is it possible to search for a one off name entered into the "Sold To" field on an invoice
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Andrew_8635213
Member Posts: 44 ✭
With Reckon Accounts Premier, I sometimes enter the customers name in the "Sold To" field on an Invoice or Sales Receipt incase needed it for future reference. They are not a regular "on account" customer so not loaded into the customer list.
I am wondering if it is possible to find an invoice in the future by searching for this customers name? Doesn't seem to be possible using the advanced find function.
I am wondering if it is possible to find an invoice in the future by searching for this customers name? Doesn't seem to be possible using the advanced find function.
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What I do is create a customer called Cash Sales -then you can enter the Customers name in the Sold To box- when you want to find an old sale - run a Fast Report on the Cash Sale customer - and then add the Column called Address 1 to the report - you can sort by this column and then quickly find the transaction you are looking for.
Cheers!
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