Hi, I dont know about anyone else, but I find that more and more payments are being made by EFT and identified by the invoice number. It would be a real time saver if we could have a choice of enteri...
When entering customer payments from our bank statement, the invoice number is most commonly
used as the description of transfer (not the customers' name). There is no way to look up the invoice
number when in the Receive Payments window - I keep having to close the window and look up the
number in order to allocate the payment to the correct customer card. An invoice number search
field would be handy.
Mandy
Hello Mandy,
You do not need to close the receive payments window to look up the invoice number.
Right click on the screen and click on Find Transaction. Then enter the invoice # to find out who it was from. From the screen you can then open the invoice and apply the payment direct from there using the Payment button at the bottom of the invoice screen.
When you have done the payment close the invoice and you are back at the Find Transaction screen and you can then enter the next invoice number to find that one.
If you wish to you can have both the Receive Payments and the Find Transaction screens open at the same time and use the CTL and TAB keys at the same time to scroll through the open windows to do what you want.
Hope that helps
Cheers
David