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Question

Adding Invoice Ref # into payment screen to pull up customer?

  • January 27, 2026
  • 2 replies
  • 25 views

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Good afternoon,

I was curious if there is already an option or if its at possible...to be able to enter the invoice number of a customer directly on the payment screen to pull up their information to enter a payment?

If there isnt, has there been discussion about possibly adding that feature to make it even easier to access a customer’s account on payment entries?

 

 

2 replies

Laura03
Captain II
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  • Captain II
  • January 27, 2026

Hello, ​@rfrantz ,

If you searched the Product Ideas discussion forum (Link) and didn’t find your Idea already listed, please add it to the Ideas section, so we can vote!

If you DO find your idea already listed in Product Ideas, 1) Vote for it, and 2) return here and create a Reply below, including a link to where we can vote for your idea.

Thank you!

 


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  • Author
  • Freshman I
  • January 27, 2026