Order Search

This button opens a Find dialog box. Use search criteria to locate the order. The Person and/or Company fields populate automatically in the Payments record based on the order selected.

Order Search

This button opens a Find dialog box. Use search criteria to locate the order, or open the bottom of the dialog box and scroll through the available records.

Order #

If the Order Number for the payment is known, click this button. The system prompts for the relevant Order Number but does not provide search capability. Add the information for the payment on the Payment Lines tab. The Person and/or Company fields populate automatically on the Payments record based on the order selected.

Invoice #

If the organization uses Invoice Numbers that are different from Order Numbers, and you know the invoice number against which the payment is being made, click this button. The system prompts for the relevant Invoice Number but does not provide search capability. By default the Invoice Number is blank, unless your organization has enabled this feature. The Person and/or Company fields populate automatically on the Payments record based on the invoice selected.