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View previously applied payments

Former Member
0 Kudos

I have an invoice for $1,000. I applied 2 checks to it for $100 and $250 so the invoice has a balance due of $650. I see the invoice in my incoming payments window, but how can I see the check numbers I previously applied to it?

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
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You may click on the Money Bag - Payment Means to get the info you need.

Thanks,

Gordon

Answers (4)

Answers (4)

K_Pauquet
Advisor
Advisor
0 Kudos

Hi Robert,

while standing on the invoice header, right-click & select 'Reconciled /Applied Transactions', this will give you a list of all transactions that had been & are still reconciled with it.

All the best,

kerstin

Former Member
0 Kudos

Hi Robert..........

You can refer the ledger report to see the previous check no. In ledger report the no. stored in Ref 3 is check no.

So easily whenever you want, you can get it.

Regards,

Former Member
0 Kudos

To see both payments together, click on the money bag in the Invoice screen, not the Incoming payments. From the Invoice, you will see both payments. You can then drill down to each of them for more detail.

You can also do a right-click in the Invoice and select Applied Transactions. This will show you all payments, credits, adjustments, etc. that have been applied to the invoice.

Former Member
0 Kudos

Hi Robert ,

You can see individual payment applied by clicking money bag in each incoming payment .

It is not the convienient way but that is provided out of the box .

Other wise you need to create a query to at one shot .

Hope this helps

Bishal