Hi,
new user and we have been only running it since 01/07 and I had 2 hours of training. Tried to find a solution in the help but not luck..
I am in AR and we deal alot with schools. Our Education Dept is sending out the booking form, which has a Order Number.
I am needing to apply payments received directly into the bank, to the invoices. But often we find people just use the order number as the booking form does not have the invoice number (hoping they fix that)
I found a order search but this still required the Const ID which is a problem when say a big government dept pays and the name that education used is different to the entity paying us....
Is there a way for me to find the invoice from just the order number? It would be nice too if the 'Report/Invoice Detail) let you search on the page for numbers/amounts/names. There doesn't appear to be a search option for that either?
Thanks
Nixz
The easiest thing to do here would be on your constituents search screen. Set the search mode to Advanced (instead of the default Single Line search) and choose Order No Equal To, and type in your order number.
The constituent that is attached to the order will be returned, so you can load the constituent record as normal and then go to the Constituents menu -> View Invoices to pay it off, as usual.
An alternative method, if you have access to the ticket orders module, would be to simply key in the order number there to load the order directly, then hit Control-G (Goto Constituent Record) before continuing as above.
Thankyou so much!