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Search and filter sales

Find a sale by period, customer, transaction type, payment status, or search term.

In this guide
  1. Choose the period
  2. Apply filters
  3. Review the results

1. Choose the period

Use the arrows at the top of Transactions to move between months, or use the calendar button to choose a period.

Choose the month or date range to review at the top of Transactions.

2. Apply filters

Tap Customers, Types, or the payment status filter to choose the conditions you need. Payment status lets you show only paid or unpaid transactions.

This example shows only transactions with an unpaid balance.

3. Review the results

Tap the search icon to search by customer name, product name, or memo. Combine a search term with filters to find a specific sale.

Use search together with filters to find a specific sale.
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