When a payment is made from a specific customer, I would like to use the Payment Reference to record a cheque number. When I apply a payment it allows me to input the cheque number, but does not "record it". I would like to go to the payment tab select apply payment and within the pop-up window have the Payment Reference field filled-in with the customers Cheque number so that we can cross reference cheque numbers with invoice/payments. Can this be done??
When a payment is made to a invoice you have the option to include a reference number, for example a Cheque number. Once I put a cheque number in this field and press record it does not keep the reference number in the payment history. Anyone have a idea how to keep the reference numbers