Feature Requests

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Add invoice search on Payments & Credits page

Under Payments you can search by Client/Matter but not by invoice number. To search by invoice number you have to go to Invoices>Sent. So if I want to apply payments I go to Invoices>Sent, search for an invoice number, and then I am redirected to the Payments page. I enter the payment here but then must return to Invoices>Sent to search again. Back and forth, back and forth. See attached images.

Sent Invoices.png
Payments & Cred...
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  • Joe Szabo
  • Mar 10 2022
Feature Request
How often would you use this request?

We would use this constantly. We receive hundreds of payments all at once, and we have to keep going back and forth between Invoices>Sent and Payments. It's a bit tedious. It would be nice if you could just stay on the Payments screen to keep searching for invoices when you're trying to apply payments.

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