Hi Bruce,

The 'document number' field in the Customer Find function shows all document types, including invoices, credit notes, debit notes, cash, adjustments, and so on. The Help file notes says 'eg Invoice or credit note', which wasn't meant to indicate the exhaustive list of possible document types to search on. Cash is valid - why wouldn't you want to find a customer based on a check number?

If you are concerned about picking the wrong customer based on the transaction type, remember that these finder grids are configurable, and the Trx Type field can be added to the grid.

Also remember that document numbers don't have to be unique in AR, so it is possible for two customers to have the same invoice number - perhaps in different years or for whatever reason. Using the document number to find a customer isn't guaranteed to be unique and find the specific customer. For that matter, neither is the customer name or phone number, but naturally it is not likely for 2 customers to have the same name or phone number.