{"id":87,"date":"2020-10-04T15:59:49","date_gmt":"2020-10-04T22:59:49","guid":{"rendered":"http:\/\/omtiblog.com\/metarecords101\/?p=87"},"modified":"2026-03-31T11:27:45","modified_gmt":"2026-03-31T18:27:45","slug":"inquiry","status":"publish","type":"post","link":"https:\/\/omtiblog.com\/metarecords101\/modules\/inquiry\/","title":{"rendered":"Inquiry"},"content":{"rendered":"<h6>Lesson #37<\/h6>\n<h5>Find targeted information fast<\/h5>\n<p>Need to find an invoice quickly? Want to know how much you billed a client last month? These questions and more can be answered in the Inquiry module. What you can do in this module includes:<\/p>\n<ul>\n<li>Instantly locate information about orders, invoices, clients, payments and transcripts.<span class=\"Apple-converted-space\">\u00a0<\/span><\/li>\n<li>Generate a settlement amount for a particular case in seconds, no matter how long the case has been going on. Send a client a PDF of their invoices.<span class=\"Apple-converted-space\">\u00a0<\/span><\/li>\n<li>Analyze aspects of your business, such as clients\u2019 billing activity. Run monthly, yearly, and year-to-date total reports.<span class=\"Apple-converted-space\">\u00a0<\/span><\/li>\n<li>Print labels for cards and gifts to send to clients celebrating upcoming birthdays and other anniversaries.<\/li>\n<li>Find who your best clients are, and which clients are new or inactive.<\/li>\n<\/ul>\n<h2>Inquiry functions by name<\/h2>\n<ul>\n<li><a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/inquiry\/find-any-posted-invoice-in-the-system\/\">Invoice Inquiry<\/a><\/li>\n<li><a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/inquiry\/focus-on-a-single-clients-invoices\/\">Client Activity<\/a><\/li>\n<li><a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/inquiry\/see-what-services-a-client-is-using\/\">Client Analysis<\/a><\/li>\n<li><a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/inquiry\/search-payment-histories\/\">Receivable Transaction Inquiry<\/a><\/li>\n<li><a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/inquiry\/celebrate-your-clients-important-events\/\">Anniversary Inquiry<\/a><\/li>\n<li><a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/inquiry\/knowing-your-market\/\">Marketing Inquiry<\/a><\/li>\n<\/ul>\n<p><strong>TL;DR: Use Inquiry functions to quickly look up information about invoices, clients, and transactions.<\/strong><\/p>\n<h4>MR9 concepts in this lesson<\/h4>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>If you need to look up an invoice or other specific information, find it directly in this module <a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/inquiry\/\">&hellip;<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19,226,217,4],"tags":[175,169,170,20,168,176,3,174],"class_list":["post-87","post","type-post","status-publish","format-standard","hentry","category-inquiry","category-lesson","category-module","category-modules","tag-anniversary-inquiry","tag-client-activity","tag-client-analysis","tag-inquiry","tag-invoice-inquiry","tag-marketing-inquiry","tag-mr9","tag-receivable-transaction-inquiry"],"_links":{"self":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/posts\/87","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/comments?post=87"}],"version-history":[{"count":0,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/posts\/87\/revisions"}],"wp:attachment":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/media?parent=87"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/categories?post=87"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/tags?post=87"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}