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How to Search and Filter Customers

The Customers page has a simple search bar to help you quickly find a specific customer. Go to Get Paid → Customers. Use the search bar ("Search customers by…

Steps

  1. Go to Get Paid → Customers.
  2. Use the search bar ("Search customers by name, email, or phone...") to find a customer by name, email, or phone number.
  3. Use the "Archived" toggle to switch between active and archived customers.

Good to Know

There is no advanced Filters panel on this page - search and the Archived toggle are the only controls.

Related Articles

  • How to Create a New Customer
  • How to Archive a Customer
  • How to View a Customer's Transaction History

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