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Sales: Invoice filtering on Receive Payments

MYOB Staff

2,173Posts

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2,173 Posts
MYOB Staff
New Zealand

This idea was suggested today so I thought I would put it down here:

 

When entering payments, adding the option to be able to enter in the Invoice number that you want to apply the payment to as an additional field so that it filters out all of the other Invoices. This would save time looking through a potentially very long list of invoices to apply that payment.

The same process would of course be able to be copied across to to Purchases as well.

If this is something that you'd like to see added, please remember to vote and if you have any feedback on this, please make sure to post a comment.

Current Status: Done
Last Changed: June 2017

Hi Everyone

In AccountRight 2017 the user can select to bring up the Advanced Search* option in the Receive Payments table. This has the option to allow a search term for the window to search. For example, an invoice number can be entered to bring up that one particular invoice for payment.

 

*The Advance Search can be generated by selecting CTRL + SHIFT + F on the keyboard.

 

Attachment.PNG

 

 

2 Comments
Matthew_W
MYOB Staff
2,173 Posts
MYOB Staff
 
Steven_M
MYOB Moderator
43,754 Posts
MYOB Moderator

Hi Everyone

In AccountRight 2017 the user can select to bring up the Advanced Search* option in the Receive Payments table. This has the option to allow a search term for the window to search. For example, an invoice number can be entered to bring up that one particular invoice for payment.

 

*The Advance Search can be generated by selecting CTRL + SHIFT + F on the keyboard.

 

Attachment.PNG