Searching using History Panel
Locating Data in CustomBooks™ using the History Panel
CustomBooks™ tracks every move that you make so you don’t have to. Remember making a change to an invoice yesterday but can’t remember who it was? History is your answer. Simply click the history icon in the upper right hand corner to reveal your tracks. All history entries and on a per-account basis and can only be seen by the logged-in user.
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Searching
Searching Data is no good if you can’t find it. CustomBooks™ has implemented several tools to use when you need to get at it. Click on the menus below to learn how to locate data in CustomBooks™ in many ways. Universal Search History Panel Favorites ...
Searching using Universal Search
Locating Data in CustomBooks™ using Universal Search With Universal Search, find search terms across the entire application. Entering 1234 will search for dollar amounts, document numbers, quantities, phone numbers, everything. If you’re trying to ...
Processing Credit Cards using Stripe
Processing Credit Card Using Stripe CustomBooks™ has integrated with Stripe for credit card processing right inside the application. Once a customer’s credit card has been registered with Stripe, it may be used to pay for future invoices. Setting up ...
Searching using Favorites
Using Favorites Favorites are a way to mark anything in the software so that it is easy to return to later. This might be a list of things that are waiting information, important to-dos or just favorite modules. Since anything can be marked as a ...
Using Serial Numbers in CustomBooks™
CustomBooks™ has the ability to track serial numbers for product items on sales and purchase documents. Enabling Serial Numbers To enable the use of serial numbers, navigate to Quick Menu ➜ Settings ➜ Inventory tab and check Use Lots and Serial ...