Search across all estimate and invoice types in one search
When searching - Allow a search to find a key word(s) in any field across all kinds of invoices or estimates - draft, paid and so on.
I went searching for a word I knew was in the Item field but it did not find it. I had to search for it one by one. I want to search everything in one window.
Hi Ryan,
“Advanced search” is the solution you are looking for :)
Yes, when you login to Zoho Invoice, you would be able to view a search bar at the top. If you click on the small drop-down that appears next to the magnifier icon, all the modules of Zoho Invoice would be listed. Choose a module and select the “Advanced search” option.
In the pop-up that follows, you can search for any transaction based on any of the criteria mentioned there.
Check it out and if you have any queries, just drop an email to support[at]zohoinvoice[dot]com.
Cheers,
Reshma.