More info on Customer Payments and Credits screen

Glad you've joined us here today, @Big-Al. I'd like to share information about adding invoice numbers in the Customer Payments and Credits window. 

The invoice number is displayed in the Customer Payments screen but not in the Credit section. Please know that you can utilize the Memo field. See the screenshot below for your reference: 

I know how beneficial to your business to see the invoice number in the Credits section. Please know that QuickBooks works hard to ensure that the product meets the needs of our customer's businesses. I'd recommend that you send us feature suggestions. They can review your feedback and consider adding them to future releases.

Go as follows:

1. Go to the Help menu on the upper right side.
2. Select Send Feedback Online and choose Product Suggestions. 
3. Pick a Product Area in the drop-down. 
4. Enter your comments in the box and click Send Feedback. 

In addition, QuickBooks also has a website for users to vote on new feature suggestions and feedback. To access the page, visit this link: Customer Feedback for QuickBooks.

Moreover, don't forget to deposit your funds and reconcile your bank account regularly to ensure your books are always accurate. 

Furthermore, check out these articles below on how to personalize sales forms and items in QuickBooks: 

• Use and customize form templates.
• Create and use custom fields in QuickBooks Desktop

If you need assistance managing customer transactions or customizing sales forms, please let me know. I'll keep an eye out for your response and hope to chat with you soon. Take care, and have a fantastic day!