I have entered customer messages on Invoices in the "Message on Invoice" box. How can I query/find Invoices that have a certain message entered there?
Re: I have entered customer messages on Invoices in the "Message on Invoice" box. How can I query...
Hi there, uptownfound.
While there isn't a customer message filter in the Advanced Search and All Sales window, I'll share a work around to look for the invoice.
You can run a Transaction List by Customer report. Then, add the Customer/Vendor Message column. Here's how:
- Go to the Reports menu and look for Transaction List by Customer.
- Change the date to the correct Report Period.
- Click Customize in the upper-right hand corner.
- Scroll-down to the Rows/Columns section, then check the box for Customer/Vendor Message.
- Click Run Report.
You might also want to export the report to Excel so it'l be easier to use the CTRL + F function.
Let me know if you need anything else.