The search window has five tabs. With Collection orders, Messages and Paylinks you search by payment reference; with Contact info you search by address, email address or phone number.
How to do it
- Open the search window (search field at the top or ⌘ + K).
- Click the tab that matches what you know:
| Tab | Search field | Extra field under Advanced |
|---|---|---|
| Customers | Search by name, customer number, or date of birth | Company name |
| Collection orders | Search by payment reference | Subject |
| Messages | Search by payment reference | Subject |
| Paylinks | Search by payment reference | Subject |
| Contact info | Search by postal address, email address, or phone number | none |
- Type your search term. For Collection orders and Messages you see the subject of each result, with the name of the flow or settlement below it. For Contact info you see the customers and collection orders that belong to the address, email address or number.
- Click a result to open it.
Good to know
- The payment reference is the reference shown on the payment request (column Reference on the customer page).
- On the customer page, the search field at the top changes to Search by postal address, email address, or phone number; this is the same search window.