How do you see what invoice a credit memo has been applied to? Looking at Invoice Tracker on a credit memo, I don’t see where the credit memo was applied. OR it’s not jumping out at me.
Interesting that the Credit Memo invoice I’m researching, Ref Invoice is “0”, blank. Although, I can find it thru the payment-cash receipt.
Is that field automatically filled in when the CM is applied to an invoice?
AR Tracker for the Credit memo should show you where it has been applied. no?
That field is entered by the AR entry person when creating a CM. It might happen automatically if creating a CM from the Actions menu (I don’t recall and could be way off).
I can drill retrieve the payment the invoice is related to. Then under the payment allocation I see where it was applied. That just seems like a long way to get to it.
that’s it
Seems like a long way to get to that information.
Invoice Tracker under payments tab.
Vinay Kamboj
Thanks everyone, really appreciate all the input!