Having had to try and match customer payments to past invoices I’ve realised that it would be so much easier if the Debtors Control Account detailed the customers name for both invoices sent and payments made. It would make reconciling at end of year so much easier Especially if the amounts don’t tally.
Hi
Are you looking at this from the TB - if so when the list shows you can click on the small box in the top right hand side “show all notes” then you can see the details
You can then drill the details further by clicking on the words highlighted in blue and this will take you further into the clients account
Hope this helps
Chris
Thanks Twins.
Looking at the entries as you suggested still shows the invoice by number and the payment by customer name. I have no notes in any of my invoices or payments.
I’d like to see an invoice sent to ‘John Smith’ and a payment from ‘John Smith’ in the same report.