# Payments and Receipt screen

**URL:** <https://forum.manager.io/t/payments-and-receipt-screen/23105>\
**Category:** Uncategorized\
**Created:** [July 11, 2019, 2:56pm UTC](https://forum.manager.io/t/payments-and-receipt-screen/23105 "2019-07-11T14:56:21Z")\
**Posts on this page:** 7\
**Page:** 1

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**Author:** ![Epic\_Doors](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/epic_doors/32/19856_2.png) [@Epic\_Doors](https://forum.manager.io/u/Epic_Doors)\
**Post date:** [July 11, 2019, 2:56pm UTC](https://forum.manager.io/t/payments-and-receipt-screen/23105/1 "2019-07-11T14:56:21Z")

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Hi everyone, I was wondering if any of you ever though of the functionality in the payments and receipt screen that it shows you if the payment or receipt is linked to a purchase or sales invoice?  
it is a bit frustrating to edit each payment / receipt to see if the purchase or sales invoices that it relates to were captured and tagged to the entry or the other way around? so, I thought that a visible indicator would be nice in the payment and receipt screen. Or is this already available and I don’t know it?

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**Author:** ![Joe91](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/joe91/32/35781_2.png) [@Joe91](https://forum.manager.io/u/Joe91)\
**Post date:** [July 11, 2019, 3:36pm UTC](https://forum.manager.io/t/payments-and-receipt-screen/23105/2 "2019-07-11T15:36:56Z")

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Not sure I understand - for example I have entered a receipt from a customer using the New Receipt when viewing the invoice and the receipt clearly shows the invoice concerned

 ![image](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/f/7/f7b668a4354f045e8f34bbbefcc3cfea57ce0a51.png)  
and the same for a supplier payment  
 ![image](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/9/6/96d27eea2b9d30e8106fb4205b3337faf1d3e917.png)

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**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [July 11, 2019, 4:27pm UTC](https://forum.manager.io/t/payments-and-receipt-screen/23105/3 "2019-07-11T16:27:50Z")

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@Epic_Doors, your post is not really clear. Are you referring to the Edit or View screens for payments and receipts? Or are you referring to the Receipts & Payments tab? Also, your description of editing payments/receipts, capturing, and tagging are not clear. Just what are you asking?

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**Author:** ![Epic\_Doors](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/epic_doors/32/19856_2.png) [@Epic\_Doors](https://forum.manager.io/u/Epic_Doors)\
**Post date:** [July 11, 2019, 5:14pm UTC](https://forum.manager.io/t/payments-and-receipt-screen/23105/4 "2019-07-11T17:14:32Z")

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what I am trying to say is on the Payments and Receipt screen itself (attached screen)

 ![Payments%20and%20Receipts1](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/a/7/a7f5277d25b07572145f2ace723f393b9f2d4f0d.jpeg) , it would be nice to see a indicator that is tick for instance to indicate that the payment/receipt is for a sales or purchase invoice and not just a payment for fuel or something like that.  
the only time you can see if a payment is for a sales or purchase invoice, is if you physically go and view the payment/receipt itself. there is no overall view for all at once to see if it is.

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**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [July 11, 2019, 5:26pm UTC](https://forum.manager.io/t/payments-and-receipt-screen/23105/5 "2019-07-11T17:26:27Z")

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There are at least two ways to have this information, if you want it:

1. Add a list-type custom field for receipts and payments, by which you can choose whether the transaction is for a sales or purchase invoice. Check the box to have the custom field show as a column. The field will be visible on the Receipts & Payments tab listing.

2. Enter the receipt number in the `Description` field. For example: “Water and electricity on Purchase Invoice 2345.”

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**Author:** ![Epic\_Doors](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/epic_doors/32/19856_2.png) [@Epic\_Doors](https://forum.manager.io/u/Epic_Doors)\
**Post date:** [July 11, 2019, 5:32pm UTC](https://forum.manager.io/t/payments-and-receipt-screen/23105/6 "2019-07-11T17:32:04Z")

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Thanks @Tut, I went for the first option. I will give it a go and see if it will help me.

 ![Payments%20and%20Receipts2](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/9/f/9f023d518b0658ddd6e61c902d7335d36925997b.jpeg)

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**Author:** ![Ealfardan](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/ealfardan/32/63166_2.png) [@Ealfardan](https://forum.manager.io/u/Ealfardan)\
**Post date:** [January 18, 2023, 3:00pm UTC](https://forum.manager.io/t/payments-and-receipt-screen/23105/7 "2023-01-18T15:00:38Z")

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Closed on January 18, 2023, 3:00pm UTC


