Just these help pages, not phone support or the product itself
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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.
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.