Payment Detail - Add Check Number to Payment Field

Thomas McKeon

• December 01, 2021 16:51

Can your IT Support Team add the Payment Type / Reference # to Payment field? Search Function also needs to be added so we can search a customer's check # (Some customers claim an invoice is paid, but we never received the physical check)....

Currently the system only marks as paid by no Check # referenced - 

Example: Invoice should show paid on 12/1/2021 by Check # 1234 - obviously Amount Paid also.

 

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  Ronnie Gaskins

  • January 27, 2022 14:54

  AGREED! There is a tab for Invoices included in the main Menu but not for the payments received on those Invoices. User Should be able to generate a report of the payments received in addition to the report for amounts invoiced.

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