Operations
Search
Find invoices, customers, and items within the current business.
Tenant-scoped search
Open Search. Type a name, number, or GSTIN (at least 2 characters) and search. Results are limited to the current business and include invoices, customers, and items.
Opening a result
Each result shows its type and a label, with Open where the item has a page:
- Invoices open at the matching document (using its document type).
- Items open the item page.
- Parties/customers open the customer page.
Note
This is different from the public Help centre search at the top of the docs site.