You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Collections Dashboard Transactions- Receipt and Invoices Classes

Summary:

Hello,

When entering on a customer from the collections dashboard, it gets another dashboard which has multiple tabs- one of them is called transactions.

While entering over there, I saw that at the "invoices" class, we can see the original amount of the invoice and the current amount of the invoice (as it was partially paid). If we click on the invoice, down the page we have the possibility to see which are the receipts which were matched with that invoice.

While going to the "receipts" class, we can see just the receipts that were unapplied to any invoice. My question is: is there any way for us to be able to see also the applied receipts over there, mostly with the invoice details to which they were applied down the page as how we are able to do it at the invoices tab?

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!