Searching for Invoices in Talech

How to look up an invoice in Talech to (Edit, Record Payment, Resend, Print, Duplicate, and Cancel the invoice)

How to look up an Invoice in Talech 
  • Start by going to the the invoice tab
  • You will see a search bar here
  • Search for the Customer
  • Clicking on their name will allow you to: 
    • Edit
    • Record Payment 
    • Resend
    • Print
    • Duplicate
    • Cancel the invoice
  • You can also proceed to their profile from here by clicking on the arrow next to their name to get a full picture of the customers history

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