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accounts-kentmed
November 13, 2023
Question

How can I see the client details part of the invoice raised appear on the received payments screen so that I can easily reconcile a payment?

  • November 13, 2023
  • 1 reply
  • 0 views
The difficulty is that the customers don't always include the invoice number in payments often just the client name for whom their payment relates.

1 reply

JessT
JessT
November 13, 2023

Hi accounts-kentmed,

 

Welcome and thank you for asking if there's a way to show the customer's details on the Receive Payment screen.

 

Know that we're unable to show the customer details on the Receive payment section. The two things you can only see are the name and the email address. However, as soon as you choose a customer, QuickBooks will only show you the list of unpaid invoices. Therefore, there's no need to worry if accidentally paying other customer's' invoices

 

On the other hand, you can reconcile your account after you're done entering transactions.

 

Let me know if you need more help with reflecting your payments.

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