cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

In Refund receipt , how can i search with customer phone number ? because there are too much names look like each other?

 
Solved
Best answer March 22, 2020

Best Answers
Highlighted
QuickBooks Team

In Refund receipt , how can i search with customer phone number ? because there are too much names look like each other?

Hello there, @amir4.

 

When you create a Refund receipt, searching with your customer phone number is currently unavailable. However, you can update your customer's name or apply the phone number as his/her display name. This will prevent confusion in locating the right customer and let's refund the right one.

  1. Go to the Sales menu.
  2. Select Customers.
  3. Click the name of the customer you want to update.
  4. Select the Edit button.
  5. In the Display name as field, enter a unique name that's easy to remember. You can also change it to your customer's phone number.
  6. Click Save.

 

I've attached a screenshot below that shows the fifth to sixth steps.

10 QBO Cx Profile.PNG

 

Once done, you can issue a Refund receipt to your customer.

 

The Advanced Search feature in QuickBooks lets you find your transactions quick and easy. For the detailed steps, kindly refer to this article: Search for transactions.

 

Please let me know if you have other concerns. I'm just around to help.

View solution in original post

2 Comments
Highlighted
QuickBooks Team

In Refund receipt , how can i search with customer phone number ? because there are too much names look like each other?

Hello there, @amir4.

 

When you create a Refund receipt, searching with your customer phone number is currently unavailable. However, you can update your customer's name or apply the phone number as his/her display name. This will prevent confusion in locating the right customer and let's refund the right one.

  1. Go to the Sales menu.
  2. Select Customers.
  3. Click the name of the customer you want to update.
  4. Select the Edit button.
  5. In the Display name as field, enter a unique name that's easy to remember. You can also change it to your customer's phone number.
  6. Click Save.

 

I've attached a screenshot below that shows the fifth to sixth steps.

10 QBO Cx Profile.PNG

 

Once done, you can issue a Refund receipt to your customer.

 

The Advanced Search feature in QuickBooks lets you find your transactions quick and easy. For the detailed steps, kindly refer to this article: Search for transactions.

 

Please let me know if you have other concerns. I'm just around to help.

View solution in original post

Highlighted
Level 1

In Refund receipt , how can i search with customer phone number ? because there are too much names look like each other?

Thanks for your answer

Need to get in touch?

Contact us