Enter receipts quickly using the invoice number
You can significantly increase the speed of entering your firm's cash receipts when you know the invoice number that's being paid. Use the Invoice Search option in
Receipt & Adjustment Entry
to enter receipts by invoice number.Do the following to enter receipts by invoice number:
- SelectSetupthenUser Preferences.
- Go to theReceipt & Adjustment Entrytab.
- In the Settings and field defaults grid, make sure theHidecheckbox is not marked for Invoice Search (and you can also optionally unmark theSkipcheckbox depending on whether you want to automatically access this field or not).
- Go toReceipt & Adjustment Entryand enter the invoice number that the payment is for into theInvoice Searchcolumn.tipYou can also select the dropdown and you'll get a list of all outstanding invoices (sorted in an order of your choice).
- When you enter or choose an invoice number, Practice CS will automatically complete most of the remainder of the entry. You'll only need to enter the payment type.
- Accept the entry as-is or override any of the values entered by the application.
