Is there any way we can trace the invoice from receipt and the bill from payment? At times, accountants need to open invoices or bills from receipt or payment.
If this is not possible, I request to add this in idea for future updates.
Regards
Yameen
You should enable 'Accounts" in “Edit columns” (is at bottom of the screen listing receipts and on payments), you would then see for receipts something like (screenshot from test business):
The “Accounts receivable — Test Customer 2 — 1 — 07/09/2023” refers to the Invoice for Test Customer 2 invoice number 1 dated 07/09/2023
This is an example of 2 payments made against an invoice. I forgot to add an invoice reference number to the Invoice of 04/09/2023
It would be great if we could click and directly view the invoice.
Direct viewing would be impractical, @yameen101. Suppose a customer sent you money to settle 4 sales invoices. Which one would the button take you to?
Maybe the hyperlink is against each invoice, so we can go to see any invoice.
If you are viewing the receipt or payment, as you said, then you are not viewing the tab listing @eko showed. But you can click the Edit button for the transaction you are viewing. The line item entries on the Edit screen will tell you what invoices the receipt or payment has been posted to.
And what if the customer is settling 15 old sales invoices? Would you have the program create 15 buttons?
