The Search screen provides query support for charges.

Charges can be filtered by:

• Search - criteria to search on. This includes:
  • charge identifier
  • customer name. Partial customer names may be entered
  • customer identifier
• Type - can be set to All, Counter Sale, Credit Note or Invoice
• Status - can be set to All, Completed, In Progress or On Hold
• Date Range - by default, charges for all dates are displayed. To only display those charges created on particular dates, untick All and enter the date range
• Location - the practice location where the charge was created.
• Amount - the amount range. When searching by amount, date range must be specified.

Press the:

• View button to view the selected charge. Double-clicking a charge also does this.
• Print button to print the selected charge.
• Mail button to email the selected charge.
• Report button to print the Charges report.

Searching by Amounts

The Amount field can be used to filter charges by a range of amounts. The left field represents the lower bound, and the right the upper bound of the range.
E.g: