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Finding the client associated with an invoice

Practice Manager only

At times you may get entries on your bank statements for receipts with just an invoice number and you do not know the client associated with the invoice. Follow the procedure below to find the client.

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title	To find the client associated with a particular invoice

Select Billing > Billing history from the toolbar.
Select All.
Enter the invoice number.

The client’s details are displayed.
Click on the client’s name hyperlink and go to Debtors ledger > Receipts to enter the client’s name for the invoice.
or
You can go back into the receipt data entry window and type in the client name.

Entering unallocated receipts to clients

Reallocating receipts against client bills

Reversing receipts

Unallocating receipts allocated to incorrect bills

Exporting client’s debtors ledger to Microsoft Excel

Adjustments to print

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Allocating receipts against multiple client bills

Entering payments in advance/prepayments/unallocated receipts to clients

Reallocating receipts against client bills

Reversing receipts

Unallocating receipts allocated to incorrect bills

Exporting client’s debtors ledger to Microsoft Excel

Adjustments to print

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Overview

Using Practice Manager

Clients and contacts

Employees

Suppliers

Assignments (AE)

Timesheets, disbursements
and expenses

Billing

Debtors

Bookkeeping

Other topics