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Thank you for bringing this up, Barry. I can provide pointers with the functionality within the Receive Payment section in QuickBooks Online.
When we use the Find By Invoice No feature, the invoices are indeed listed in the Outstanding Transactions section. Even if the customer name is not initially displayed, it will still be linked to the invoice automatically upon saving the payment.
In this scenario, picture this. Locate the invoice and save the payment in the Receive Payment section. Once done, reopen the transaction via the All Sales tab. Click on the Edit/View option located below the Print icon.
See this screenshot for additional illustration:
After that, you will notice the payment is associated with your customer.
I want you to know that this process is inherent to QuickBooks Online design. However, if you wish to show the customer name while utilizing the Find By Invoice No feature, we can submit suggestions to our product developers.
Refer to the steps below:
In addition, we can refer to these articles to help you in accessing sales reports in the future:
I’m still around the corner if you need an extra hand to share more information with invoice and payment concerns or any QuickBooks-related matters. Stay safe!
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