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Enter receipts quickly using the invoice number

You can significantly increase the speed of entering your firm's cash receipts when you know the invoice number that's being paid. Use the Invoice Search option in
Receipt & Adjustment Entry
 to enter receipts by invoice number.
Do the following to enter receipts by invoice number:
  1. Select
    Setup
     then
    User Preferences
    .
  2. Go to the
    Receipt & Adjustment Entry
     tab.
  3. In the Settings and field defaults grid, make sure the
    Hide
     checkbox is not marked for Invoice Search (and you can also optionally unmark the
    Skip
     checkbox depending on whether you want to automatically access this field or not).
  4. Go to
    Receipt & Adjustment Entry
     and enter the invoice number that the payment is for into the
    Invoice Search
     column.
  5. When you enter or choose an invoice number, Practice CS will automatically complete most of the remainder of the entry. You'll only need to enter the payment type.
  6. Accept the entry as-is or override any of the values entered by the application.

This article applies to:

  • Product: Practice CS
  • Subject: Account grouping