Bank Feeds and Allocation of Payments

[Mel_Gibbons]

When I go into Bank Feeds and process a payment. The screen that comes up to allocate the monies against the invoices has the following colmums:

Customer PO

Status

Date

Amount

Disc

Total Due

Amount Applied

Is there any way we can add colmums, esp Invoice Number. My customers send me a remittance advice with my invoice numbers as reference.  I have then fo to sales first and not down PO Numbers, before gping to Bank Feeds to allocate the payment.

Cheers

Mel

[gpw]

I used to have this problem too.  It is to do with the way you have your Setup and Preferences ticked. I cannot remember what it is that I unticked though.  Sorry.  I played around till it came up. Good luck

[David_Cree]

Hello Mel,

This is very easilly solved.

If you go into SETUP / PREFERENCES / SALES tab make sure that you do not have a tick alongside the option  "Show Customer Purchase Order Number in Receive Payments.

Then you will see the Invoice Number.

I hope this helps

Cheers

David

[Suja_P · Accepted solution]

Hi Mel (@Mel_Gibbons),

Thank you for your enquiry.

I trust the prompt responses by @gpw and David (@David_Cree) are of assistance to you. Please do post again should you need any further assistance with this.