Find date of allocated invoice payment

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  • Updated 3 years ago
Hi

I have an invoice that is marked as paid, but now I have a question about the payment. So, I need to go and find the payment in the bank account to check. But I don't know when it was paid. Is there a way to check *when* the payment was made for the invoice?

NB. The history view of the invoice won't work in this case, because the date that I recorded the payment was many months after the actualy date of the payment, and the History only shows the date that I reconciled the invoice, not the date that the payment was allocated to

Cheers
Yas
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Yasmin

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Posted 3 years ago

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Qwerty

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08/11/16

Hi Yasmin,

1. Open the paid invoice
2. Click on the 'Aready paid' amount in the bottom right of the invoice (shown in green)
3. A tool tip is displayed which shows a summary of the transaction(s) linked to the invoice
4. You can select the receipt link (shown in green) in this tool tip to open the receipt.

Note: The unlink option is used to unlink the receipt from the invoice without deleting the receipt.

I've included an example screen shot below
(Edited)
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Yasmin

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Oh brilliant! The unlink as well, I had been wondering about that. That hyperlink isn't very obvious but I will be using it all the time now that I know about it. Thanks :-)
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Nic, Alum

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Hey Yasmin,

Seeing as the current solution wasn't obvious to you, just out of curiosity, where would you have expected to see this info?

Cheers,
Nic
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Yasmin

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Good question. I think seeing the list of payments down the bottom, where they appear when you add a payment, would make intuitive sense. Alternatively in the history you could add another column which shows the date of the payment (as well as the date that the payment was linked). Hope that helps!