How to search for a customer profile in Wave

If you have a long list of customer profiles in your Wave account, you can search by customer name to quickly find the profile you need.

  1. Click Sales on the left navigation menu, then select Customers.
  2. Type the customer’s name into the search bar at the top of the page.

    You can search by the first or last name of the customer.

Once the customer name appears, click it to view the customer profile.

You can also search by customer name to locate invoices, or generate customer statements for a specific customer.