How to Search for Clients
Step 1: Click on the Search Bar and type in the client's receipt number, surname or email address.
What is the'Search Facility'?
This facility allows you to view or maintain a client's (e.g. parent or pupil) data and payment history on the same screen. This can be achieved by searching the surname, receipt number or email of the client. The 'Search Facility' is located at the top right-hand corner of your screen.
When searching for surnames that include apostrophes ( ' ), e.g. O'Reilly, exclude the (O') from the name to receive all possible search results.
