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
Some other little tips as I reread your question:
Most Infomaker reports (like the Invoice Detail) will let you sort by a column just by clicking the header -- changing the style to colored and italic from bold black. Unfortunately, this particular report only sorts invoices within a constituent group (if there were more than one invoice for a constituent), so that's not particularly useful here -- but is still a good thing to know.
A workaround for searching within reports would be to export the report to a searchable format, like Excel or even PDF, and then searching in the external application. Not terribly useful except in extreme circumstances, but is still handy to remember.
Hi Nick,
Thanks for you answers they really helped.
I am now having the same issue with invoice numbers? and multiple accounts EG 20 accounts for university and they have used an invoice number on their remittance advice. How do I find the right account via an invoice number?
Is there a quick way to find this information? The Constituent search with order number is really useful that you advised me about. Is there something similar for invoicing?
I know that I can manually open a report under Invoice Detail then scrolling through the manual report hoping that my eyes actually spot the invoice number that I need, but this seems a very slow way to find an invoice.
Is there a way to just search for the invoice and quickly apply the payment?
It really would make a lot of sense for Invoice No. to be an option in advanced constituent search -- I'd definitely have you or your TASK person raise that as an enhancement request--it really would be trivial to implement, and well worth having. It's -almost- the same as the Gift Certificate search.
In the meantime, searching for constituent by invoice number on the database side of things is as simple as SELECT customer_no FROM T_PAYMENT WHERE payment_no = @invoice_no. If you are limited to the client application, I believe the best workaround would be creating a list criteria type in T_KEYWORD (Detail_tbl: T_PAYMENT, detail_col: !.payment_no). Then you would use List Manager in the same way as the advanced constituent search. Pretty clunky, of course, but it will work!
The only other way to bring that closer to the constituent search screen would be to define a custom attribute AND then have a SQL Server job running in the background to keep it updated. Crude, but effective!