cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about banking in QuickBooks Online - Discover more

Find match for invoice payments

CathW

It would be lovely if all of our clients and our clients' customers paid their invoices within 3 months, but the fact is that they frequently don't.

I often have clients contacting me to say that they can't find an invoice to match to a sales receipt and it is usually because the invoice is over 3 months old and it is therefore automatically filtered out by QB.

I would prefer it if there was no 'from' date in the 'find match' screen so that is shows all of the invoices open to be matched to - the user can then filter by customer to show all of the outstanding invoices for that customer without missing the old ones out.  Or, if not no from date, perhaps a default of 12 months, or a tick box to show all invoices?

 

Thanks for the idea, we are changing the status of this to Closed due to the low number of upvotes. 

Status: Closed
Vote now if this is a good idea
2 Comments
Ashleigh1
QuickBooks Team
QuickBooks Team

Hello CathW, Thank you for your contributions and ideas suggestions. We'll be reviewing your idea and if it gets to over 50 votes, we will review them with our Product team.

JackS
Moderator
Moderator
Status changed to: Closed

Thanks for the idea, we are changing the status of this to Closed due to the low number of upvotes. 

Need to get in touch?

Contact us