To search for an invoice, receipt, quotation, batch or account

Before you begin

Procedure

  1. From the Bluechip main window, either:
    • Select File > > Locate
    • Press CTRL + L
      The Locate window appears.

  2. Select the type of record you want to search for.
    • If you use account file numbers, you can open an account by searching for the account reference. Select the Account Ref option, type the account ID number.
    • If you are searching for a batch, you may search by Batch ID (which is generated by Bluechip) or by Batch M/C Number (which may be entered by the user). Select the appropriate option, enter the ID or M/C number.
  3. Click

    to commence your search. The search may take some time, depending on the size of your Bluechip database, your system's specifications. If a result is located, it is displayed. Otherwise you will be prompted that no matching results could be found.

Results