Forum Discussion

Nicole_insight's avatar
Nicole_insight
Cover User
2 years ago
Solved

Customer Payments

Since the upgrade, when I go in to record a customer payment against invoices, the invoice numbers are no longer in chronological order. I have to scroll amongst the hundreds of invoices to find the ...
  • Tracey_H's avatar
    Tracey_H
    2 years ago

    Hi Nicole_insight 

     

    Thanks for your post. Invoices in the Create invoice payment window are listed in invoice number order with the most recent at the top. If you have bank feeds set up you can match the payment to the sale transactions instead of recording the invoice payment transaction. This allows you to change the invoice order by clicking on the arrows next to the column Header, the purple arrow indicates the list is being sorted by that column.

     

     

    Please let me know if you need further help.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Tracey_H's avatar
Tracey_H
Former Staff
2 years ago

Hi Nicole_insight 

 

Thanks for your post. Invoices in the Create invoice payment window are listed in invoice number order with the most recent at the top. If you have bank feeds set up you can match the payment to the sale transactions instead of recording the invoice payment transaction. This allows you to change the invoice order by clicking on the arrows next to the column Header, the purple arrow indicates the list is being sorted by that column.

 

 

Please let me know if you need further help.

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

  • NicV's avatar
    NicV
    Contributing User
    2 years ago

    Thanks Tracey...that's an easier way of doing it rather than through Takee Customer payment