The customer filter instructs the table report to return only those invoices that were entered into ReceivablesPro for a specific customer. The filter will not permit you to display invoices from multiple customers. For example, by typing “Smith” into the box, you cannot return invoices for all customers with a last name of “Smith.”
The customer filter is a context-sensitive search. This means that you can enter any three character part of a customer’s first name, last name, or company name in the Search field, and the search will return all matches for that string. In the example shown below, the search string “Pell” returned matches for customers with a last name of “Pell” as well as companies that have names containing “Pell.”
Follow the steps below to create a customer filter:
Enter any three character part of a customer’s first name, last name, or company name in the Search field.
From the list of matches, click on the one you want to use as the filter.
The drop-down box will close, the table will be filtered based on the customer you selected.
To remove the customer filter along with all other filters, click the “clear search” link.