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When you go to the payment screen and type in the client and you don't know what matter the payment is for, it would be nice to see the amount due and see that matches the payment you are holding. Then, you can match the payment to that matter. This is when the client has not provided an invoice number to reference what they are paying.
How often would you use this request?
every day |
This does not help me at all.
The check will be for multiple projects/matters, so I need to allocate many projects/matters from the payment screen.
Michele Hope
Office Manager
425-213-0027 | mhope@salientpower.com
Salient Power Engineering, LLC
P.O. Box 2079 | Arvada, CO | 80001
www.salientpower.com
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You could navigate to the Sent Invoice screen and match the payment amount. Upon clicking the Payment icon, you'll be redirected to the Payment screen where the Payment Amount will be prepopulated.
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