Search Invoices
ESL Office gives you multiple ways to search for invoices. You must conduct a search before you can adjust, credit, apply premiums to an invoice, or run reports.
Types of Invoice Searches
1
Basic Search – Search by Policyholder.
2
Advanced Search – Search by a combination of policyholder, advice number, report period, and payments received.
3
Query – Search directly on the invoice database tables. You can save queries.
4
Recent – Access and re-run your last 25 searches.
5
Favorites – Run saved queries.