Can the "Payments to Deposit" list (when making deposits) have a "Memo" column?
We use miscellaneous sales/cash sales a lot in our business and it would be helpful when making deposits if we could see the memo field (from the invoice or sales receipt) which we utilize to list the customer name, if known.
There are times when we are depositing a payment from the incorrect customer when there is more than one payment with the same amount. It is a lengthy process to go back and check the name as there is no ability to double click on the payments in the deposit list - the ability to double click would negate needing the Memo.
Answers
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Hi @naauto
Unfortunately, there is no facility to add a "Memo" column to that "Payments to Deposit" screens in order to display the Memo field from a Sales Receipt or Payment transaction.
For an invoice and its payment, the Name of the customer does show up in the "Payments to Deposit" screen.
When selected, the Memo from the Sales Receipt and the Invoice do appear in the "Make Deposits" screen.
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