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barryhutchinson-
Level 1
posted
‎August 21, 2024 11:02 AM
last updated ‎August 21, 2024 11:02 AM

Should the customer name come up when you search an invoice on the Receive Payment tab and it finds the invoice

Once the invoice has been found then the customer name does not change to the customer that is linked to that invoice
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3 Comments 3
MAnneJ
QuickBooks Team
QuickBooks Team
‎August 21, 2024 12:43 PM

Should the customer name come up when you search an invoice on the Receive Payment tab and it finds the invoice

I appreciate this detailed information, Barry. Let me provide an alternative option instead to get you going. 

 

First off, are you trying to find an invoice by clicking the Find by invoice no.? If so, yes, the customer's name won't show since this will only allow you to search for a specific invoice number.

 

However, you can search for the customer's name instead. Doing so will lead you to all of their open invoices displayed.

 

Here's how:

 

  1. Open your QuickBooks Online (QBO) account.
  2. Go to the +New icon.
  3. Click Receive payment.
  4. Select the name under the Customer dropdown.

 

Additionally, you might want to check this article and learn how to personalise and add specifics to your sales forms in QBO: Customise invoices, quotes, and sales receipts in QuickBooks Online. 

 

You can notify me in the comments if you require additional assistance managing your invoices. Have a great day ahead of you.

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barryhutchinson-
Level 1
‎August 22, 2024 11:25 AM

Should the customer name come up when you search an invoice on the Receive Payment tab and it finds the invoice

Hi, this is what it is doing currently. When I do payments and put the invoice number in. The invoice do come up for payment BUT the customer name linked to these invoices do not appear in the customer block on the payment window. I cannot verify the customer to an invoice number. I cannot see who the customer is linked to the invoice number. Previously the two were linked. I need the customer name to appear when I search the invoice in my customer payment window.  Regards Barry 

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MsNorthPND18
QuickBooks Team
QuickBooks Team
‎August 22, 2024 12:59 PM

Should the customer name come up when you search an invoice on the Receive Payment tab and it finds the invoice

Hello, Barry.

 

I will provide some details to help you start using your QuickBooks account.

 

I recognize that it's important to deal with this issue quickly. This means there is an ongoing investigation about Receiving Payments through the Find by Invoice No. option. Our engineers know about the problem and are working on a solution.

 

We have created a list to track all customers affected by the issue. This will help us notify you quickly when it is fixed. Please contact our Support Team for QuickBooks International and refer to INV-109516.

 

Here are the steps to contact our support:

 

  1. In your QuickBooks Online company, select (?) Help.
  2. Select either tab to get started:
  • Please select an option or enter your question. If you need more help, you can chat with a human representative.
  • To access self-help resources for QuickBooks Online, select Contact Us, enter your inquiry, and click Continue.

 

Let me know if you have follow-up questions about invoices and receiving payments or anything else QuickBooks. I'll be right here ready to help.

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