Add invoice number in tagging Client Payment Options

Feature Request Implemented
1

Hello,

Could you add the invoice number to the description in the bank tagging screen. We have a lot of clients who pay the same amount and it is not clear who they are from the information on the bank statement. Usually the only reference given is the invoice number.

But we can’t see that in the search results. The only work around is to go to the sales screen and hunt the invoice by number, then go back to bank tagging and find the correct invoice and tag it. This kind of defeats the purpose of having easy bank tagging.

Kind Regards,

Gavin

2

Hi @Gavin_Smith

It would make sense to have this when you initially tag the item. It is there at the moment if you hover over the invoice, but it’s not initially visible.

Just as a note however, if you select the “Pay Down Multiple Invoices” option, this does show the invoice number:
image.

I’ll certainly mention this to our team, although I’m unable to make any promises. We will of course let you know if we manage to update this

3

… but to get to that list of invoices you first have to know which client the payment is from :wink:

4

@Gavin_Smith @ian_roberts - Just a quick update to let you know that this has been added and is now live :slight_smile:

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