Need to search for invoice by invoice #
Currently there is no way to search for invoice # in OTW. You can only find an invoice if you know the clients #. If a payment is received from a third party and there is no client # but there is an invoice # there is no ability to find that invoice to post to their account.
Comments: 2
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11 Jul, '18
Pauline WhitworthThere is a way to search for the invoice number, but you need to check the box "View All Companies" in order to search all companies and not just the one you have selected. I find it is good practice to also make sure the box right next to that "View Paid Invoices" is UNCHECKED so it doesn't pull up thousands of invoices. Then once you click the magnifying glass icon, enter the invoice number and search by invoice number, it should find the one you're looking for. :)
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13 Jul, '18
Marta MartinezThis is a great tool. We receive a lot of payments from clients that have a different name in the system.