Any way to run report to show if I have entered a customer payment 2x? Payments like checks from customers that I manually enter.

icutgrassllc · ‎January 11, 2021

I worry over the course of the year I may have entered several check payments from customers 2x. I found one such case from customer "John Doe" where I entered a check payment from him with check number and then entered another payment with the same check number from him and applied the 2nd payment to another invoice altogether. End result- customer got credit for 1 single payment towards 2 separate invoices ultimately cutting me short of $140.

Kiala_S · ‎January 11, 2021

Hello @icutgrassllc! Thanks for reaching out to us in the Community. I'm happy to walk you through our report so you can spot any inconsistencies.

The best report for this would be the Transaction by Customer report:

While logged in as the Master Admin, go to Reports on the left menu.
In the search box, type in Transaction List by Customer.
On top of the report, set your date range.
Click on Customize and then expand Filter to choose what customers to view.

Once you filter that report it'll be easy to see duplicate transactions for that customer. Please let me know if that gives you the information you're looking for. Also, don't hesitate to reply to this post if you have any questions!

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Any way to run report to show if I have entered a customer payment 2x? Payments like checks from customers that I manually enter.

Any way to run report to show if I have entered a customer payment 2x? Payments like checks from customers that I manually enter.

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