Search for invoice by dollar amount.
Search for invoice by dollar amount, for example if you receive a check and don't now to which invoice it should be applied.
MB Wright
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Ndalgerafin
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When applying payments to saved orders, we recommend that you use the Apply Payments section of CMS. This is found in the text menu under the Orders>Payments.
The Apply Payments section includes several features to help with applying payments to one or more orders (more enhancements coming in 10.0, see http://updates.newhavensoftware.com/v10pre-release_notes.htm#link-1-11.)
One of the benefits of Apply Payments is its display all of the open (unpaid) invoices for the selected customer. The grid displaying all of the open invoices shows them in a date descending sequence, assuming that you'd normally want to to pay off the oldest invoices first.
This grid, however, also supports column sorting (9.0+) which allows you to click on the column header for any of the grid values, including Balance, to sequence the display. This should make it very quick to find an invoice by balance, even for a customer with many open invoices.
Here is a short video illustrating - http://screencast.com/t/yrsbwzpG4
We think this would be the most efficient means of finding and paying open invoices for a customer. Please comment here if feel your situation calls for a different solution.
