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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  Office Manager GASKINS & SON, LLC

  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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  Brenda Siebert

  January 26, 2024 13:51

  AGREED!! No way to see how the invoice was paid, Check? ACH? DD?, that field would be most helpful

   

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  Kelly Foster

  February 14, 2024 03:25

  I would highly suggest and agree with the prior posts. All accounting systems have an option to list a check number or ACH remittance information. Much easier to research with the information being notated in the system instead of checking bank statements and hard copy stubs or remittance print offs. 

   

  PLEASE ADD THIS FEATURE! 

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  John A Jeffrey

  December 04, 2024 00:47

  Yes!! Please!! PLEASE ADD THIS FEATURE! 

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