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 right-hand side and click on the magnifying glass icon 🔎
2. For example, enter an invoice number and tab 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
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