Filtering Credits

Background

To assist you in tracking down an existing Credit, you can filter the Search Existing Credits grid view.

Steps to Take

1. In the Find Invoice/Credits window, click the Search Existing Credits tab to open the Search Existing Credits screen.

2. Tick the ‘Filter by’ checkbox to bring up the Lock Filter checkbox and Like textbox.

3. To determine what the filtering on the Credits grid will be based on, click on a column header of your choice.

4. Enter a search string that you wish to use into the Like textbox.

This will automatically update the grid to show items containing the inputted search string for the selected column’s rows.

(Tick the Lock Filter checkbox to allow sorting of the filtered Credits grid by clicking on any of the grid’s column headers)

(Tick the Set as Default View checkbox if you want to save this view’s settings for the next time you use Credits)

5. In the Credits grid, select the credit that you wish to use, and press enter or the Use Selected button.