Transaction Search

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Legacy Content

This Legacy Inform content requires revision and may not match your current GTX system. Please check back later for updated information.

Marlin GTX enables you to search for customer transactions and supplier transactions.

Search For Transactions

From the menu toolbar:

  • Select Main > Customers > Manage Customers (or Main > Suppliers > Manage Suppliers)

If you know the transaction reference number (eg. Invoice Number):

  • Click on the Search for a Transaction icon
  • Select the Transaction Type, enter the Reference Number and click on the Search button

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If you do not know the transaction reference number:

  • Enter on the relevant Customer or Supplier from the list
  • Select the Transactions tab (or Last Year Transactions tab)
  • If the transaction list is short, scroll through the transactions to locate the one you seek
  • If the transaction list is very long, click on the Print Transaction Report icon
  • To home in on a particular transaction, select the appropriate criteria and then click on the Generate button
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