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
Hi from next door!
I'm a bit late to the party and I'm not sure if this will help with your processes at all, but for us the order number is the invoice number, which saves a lot of confusion.
We send our invoices to schools directly through Tessitura email acknowledgements, which means when the payment comes through we can easily put it against the order.
If you ever want to pop round to speak about this further don't hesitate to get in touch.
Cheers,Hannah Schneider9281 8582