Find the right customer or invoice.
Find the right customer or invoice.
Search Customers by name, email or phone. To find an invoice, ask the assistant for its invoice number.
Step-by-step guide
Find a customer or invoice
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Find a customer or invoice
Spoken narration Looking for a customer?
Search their name or ask for an invoice.
Check the details before you act.
Visible content (not all spoken; examples remain illustrative) Looking for a customer? Open Customers and find Search customers. YeboPay · 1 of 5 Open Customers and find Search customers. Illustrative example Page: Customers Field: Search customers… Type the name, email or phone you have. YeboPay · 2 of 5 Type the name, email or phone you have. Illustrative example Search customers…: Sipho Check the matching name and contact details. YeboPay · 3 of 5 Check the matching name and contact details. Illustrative example Name: Sipho Demo Email: [email protected] Open Assistant. Type the invoice number. YeboPay · 4 of 5 Open Assistant. Type the invoice number. Illustrative example Your message: Find invoice INV-DEMO. Then choose: Send message Check the details before you act. Read the returned invoice and status. YeboPay · 5 of 5 Read the returned invoice and status. Illustrative example Assistant reply: INV-DEMO is Sent. E500 is owed. Next: Read the balance and status
Video and transcript in English. Examples use sample details.
What you can do
Find the right customer or invoice.
Search your customer list
Type the name, email or phone you have. Read the matching rows in Customers.
Ask for an invoice
Open Assistant and ask for the invoice number you need. You can also ask for invoices linked to a customer email.
Check the result
Read the returned invoice and its status. Finding a record does not send it or change a payment.
Check the matching name and contact details before using a record. Read the invoice status before treating it as sent or paid.
Search is for finding records. It does not send invoices, edit customer details or confirm a payment.
Features
More from YeboPay
Ask a question. Keep the answer in one chat.
Type a payment question in Assistant, then send the message and read the answer. You can also record a voice note.
Create invoices by voice
Speak the customer, job and amount. YeboPay turns your words into an invoice, ready to check and send.
Let customers pay online
Share a YeboPay payment link so customers can open the invoice and pay using the options shown.