You can now search your Sage Intacct receivables directly in the Paystand Dashboard using the new Search bar in the Receivables tab.
This enhancement makes it easier to quickly locate invoices or view all open receivables for a specific customer.
The search bar supports:
Invoice numbers (for example: INV2872)
Customer names (for example: Paystand Test Customer)
Partial matches (typing only part of a name or invoice number)
How the search works
When you begin typing in the search field:
The receivables list updates instantly
Only the results that match your search appear
You can filter by invoice number, customer name, or both
This helps you quickly locate the exact receivable you need without scrolling through long lists.
What to expect
- The list will narrow in real time as you type
- Entering an invoice number shows only that specific receivable
- Entering a customer name shows all receivables for that customer
- The search works for full or partial text — no need to enter the entire invoice number or full customer name
Search by invoice number
Go to the Receivables tab in your Paystand Dashboard
Click the Search bar
Enter an invoice number (for example: IN1236)
The list updates to show only that invoice
Search by customer name
Go to the Receivables tab
Enter a customer name (for example: Acme)
All receivables associated with that customer appear
Example use cases
Search by invoice
If you type #IN2872, only that invoice appears in the list.
Search by customer
If you enter Acme, the Receivables tab displays all open and outstanding receivables for that customer.
Tips
- Use partial text (such as “287” or “acm”) to find results even faster
- Search anytime without refreshing — results update instantly as you type