Search for Quotes and Invoices - Invoicing Software

Search for Invoices and Quotes using Invoicing Software

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Invoicing Software

Amphis Customer is designed to make it easy to Create Quotes and Invoices and it also makes it easy to search for Quotes and Invoices when you later want to find them.

Of course it's easy to search by Customer Details such as company name or address or contact last name. But you may also want to be able to search for a Quote or Invoice using details that appear on the Quote or Invoice.

Search for Invoice

When you create a Quote or Invoice you can enter a Short Description which (optionally) appears on the Quote or Invoice wherever the <!description!> tag appears.

Invoicing Software Search Description

The Short Description is also stored in the database so you can easily find the Quote or Invoice again.

Invoice Search

To search for an Invoice or Quote or other Customer History entry, simply enter part of the Short Description into the History field and click Search. Any Customer Records containing Customer History entries with a Short Description matching the entered string are displayed and you can easily click on a Customer Record and view the Customer History entries for the Customer.

Invoice Software Search

For example if your Quotes or Invoices relate to a specific Part Number or Serial Number that you want to be able to easily search for later, you can enter the Part Number or Serial Number into the Short Description field and it can automatically appear on the Invoice or Quote and you can very easily Search for the Invoice or Quote later by Serial Number or Part Number by simply entering it into the History field and clicking Search.

More Information

We have some short CRM Videos about Amphis Customer CRM Software and also a CRM Quick Guide with more details and screenshots. We have Prices, Customer testimonials and CRM Software Case Studies or why not Download our CRM Software Free 60 Day Trial and try it for yourself ?

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