Users can easily search for data and information by using the invoice number, phone number, Insurer, client's name, etc. using the magnifying glass icon 🔎
To proceed, please follow the below steps:
1. From the Dashboard, go to the bottom left-hand side and click on the magnifying glass icon 🔎
2. For example, enter an invoice number and tap enter. A pop-up window will open with multiple search result options
3. Click on Invoicing and select your required invoice. From here, you will be directed to the client's file
💡 You can also search for a client by entering the mobile number in the shortcut field
Please let us know if you have any questions and don't forget to rate this help article below, so that we can continue to improve our support to you!