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Searching Invoice by Customer's Address

The title of this thread has been edited by a Square Moderator from the original: "Searching for job address"

 

I have property manager accounts with multiple job addresses. Is there an option to search for invoices with different addresses attached to a single business account?

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Square Community Moderator

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Hi @Plumberdale - Thanks for reaching out to us here on the Square Seller Community👋

 

I just tested this out on my demo account. I used the Customer Directory to save a profile for a customer, with their address included. Then, I created a new Invoice and added the Customer to the Invoice. This allowed me to search for the street address from the Invoice homepage and the Invoice I just created popped up in the results 🙂 I also tested this out without adding the address to the customer's profile and I just typed the address in the Message box. This also allowed the Invoice to show up in the search results when I typed in the address.

Here's what the search tool will look like:

Screenshot 2024-12-16 4.34.11 PM.png


I hope this information is helpful but please do let me know if you have any additional questions.

Violet
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.



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Square Community Moderator

Best Answer

Hi @Plumberdale - Thanks for reaching out to us here on the Square Seller Community👋

 

I just tested this out on my demo account. I used the Customer Directory to save a profile for a customer, with their address included. Then, I created a new Invoice and added the Customer to the Invoice. This allowed me to search for the street address from the Invoice homepage and the Invoice I just created popped up in the results 🙂 I also tested this out without adding the address to the customer's profile and I just typed the address in the Message box. This also allowed the Invoice to show up in the search results when I typed in the address.

Here's what the search tool will look like:

Screenshot 2024-12-16 4.34.11 PM.png


I hope this information is helpful but please do let me know if you have any additional questions.

Violet
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.



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