Client search criteria

Created: 2016-03-18
Last updated: 2018-09-11
Post view count: 3071

If you want to find a specific client, InvoiceOcean allows you to search through your clients.
To do so, click on the Clients button, then use the Search button.

Searching will be done by using:

  • email;
  • Client ID;
  • Additional note.

Also, you may seek your client using fields: Category, Tags as well as Company/Private person/All clients.
After inserting the search query, click on the grey Search button.
InvoiceOcean will look for entries matching your search.

See the example below:



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