Receiving a payment without hopping back and forth between checking and accounts receivable

msoultan

I'm hoping there's gotta be an easier way to do this, but this is what I'm doing now.

I have an invoice that I think was paid, so I go up to the top of my invoices account and type the amount in the search so it stays there when I get back, I then go to my business checking and type the amount of the invoice in the search to find the downloaded payment and note the date, then I go back to my customer invoices and receive payment, making sure to remember the date of the downloaded payment.

While it might seem trivial, it's annoying to hop back and forth between my invoices account and my checking account over and over - is there a more streamlined way to do this? It would be REALLY handy if you could split-screen the accounts and show both the checking and the invoices accounts at the same time instead of hopping back and forth, or maybe there's a better way to do this? I've tried just leaving today's date in when receiving the payment, but I guess it's too far off from the actual date and it doesn't find it.

thanks!

Mike

Coach Jon

Hello @msoultan,

Thanks for reaching out! I believe you should be able to see both the invoice and the transaction you are trying to record payment for in the account register itself. You can also Record Payment from the invoice in your account register by selecting the 3 dot menu to the far right and selecting Record Payment there. I would suggest viewing all your Banking transactions and then filtering by the two accounts to make it easier. I hope this helps!

-Coach Jon