See history of "payment advice" and "Summary" documented on the original sent invoice that is now a paid invoice

Question asked by Lloyd Gulley 12 months ago

Hi I am trying to see the history of an invoice, to see the "Payment Advice" section or the "Summary" section on the original issued invoice, however now that the invoice is paid by the customer all I can see in the lower half of the invoice is the Payment History with the payment date. I cannot see the original payment advice or summary note I wrote on the issued invoice. I have looked at the reports on transactions, audit log and cannot find a way to see the original information documented in the Payment Advice section. Please help as I need to review this information for my accounting purposes. Many thanks.

1 Reply

Hi Lloyd,

Apologies for the delayed response. The only solution would be to head into the invoice, scroll down and Deallocate the payment. This will allow you to view the information of the unpaid invoice.

You must then reallocate the payment under Money > Unallocated cash to the invoice.

Tommy

Reply to this question

Attach images by dragging and dropping or upload
 

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are