Receive payments

  • 1
  • Question
  • Updated 2 years ago
  • Answered
What has happened to the function in Receive Payments that pre populates the amount and ticks the invoice when searching by invoice number? I always used this option as it saves time, but now it seems not to be working. Anyone else noticed this?
Photo of Viv Steedman

Viv Steedman

  • 142 Points 100 badge 2x thumb
  • frustrating!

Posted 2 years ago

  • 1
Hi Viv

Check your Preferences in case this option has somehow de-selected itself:
Edit (along top toolbar) > Preferences, then click on Sales & Customers in the LHS list & on the "Company Preferences" tab, check that "Automatically apply payments" & "Automatically calculate payments" under Receive Payments are both ticked. 
If not, tick the checkboxes again & click on "OK" to save your updated changes.