To find a payment from a customer
If you haven't already read the Receive Payments Overview, see Finding, removing and reversing payments from customers for more information.
- Click the Find Transactions option in any command centre.
- Click the Invoice tab.
- To find a payment from a customer, you'll first have to locate the sale on which the payment was made. You have several choices:
- Choose Invoice from the Search By selection box and enter the sale's number in the box to the right.
- Use the Search By selection box to choose another way to search -- All Invoices or Customer PO No.
- Click the Advanced button to search using additional criteria, such as the date, amount or memo.
- Click the Card tab, then enter the name of the customer whose invoice you're looking for to find the invoice number. Enter this number in the Invoice No. field under the Invoice tab.
- The payment you're looking for appears in the scrolling list. Click the zoom arrow next to the payment's number to view details about the payment.