How to Search Using Company Field

Owned by Ally Greene
Jun 27, 2024
1 min read

Invoices

  1. Sign in to a PlayerFirst website.

  2. On the left navigation, click Sales > Invoices.

  3. Above the invoice table, enter the Club/ Company Name associated with the Billing Profile into the search field.

  4. Press Enter.
    Note: When creating a new invoice, under Billing Profile, the Club/ Company Name is also searchable.

A/R Aging Summary

  1. Sign in to a PlayerFirst website.

  2. On the left navigation, click Sales > A/R Aging Summary.

  3. Under Filters, enter the Club/ Company Name associated with the Billing Profile into the search field

  4. Click Filter.

A/R Report

  1. Sign in to a PlayerFirst website.

  2. On the left navigation, click Sales > A/R Report

  3. Above the A/R table, enter the Club/ Company Name associated with the Billing Profile into the search field.

  4. Press Enter.