How do I find the associated payment or receipt for a quick entry?

There are two ways to allocate a receipt or payment against quick entry invoices. Depending on how you allocate them determines how you can find the associated payment or receipt against QE’s at a later date. Below shows the two methods for customer and supplier QE’s.

Associated customer receipt against sales quick entries

Allocation Methods:

Customer Receipt Method
At the time of creating a customer receipt you can select multiple outstanding QE sales invoices and allocate them against the one customer receipt. If you use this allocation method and at later date you need to know which QE sales invoices are allocated against the one receipt, the below steps will guide you on where to see them.

  1. Click on the Contacts tab than Customers and click on appropriate customer.
  2. Under the customer Activity, click on the appropriate Customer Receipt. On the customer receipt screen all associated QE Sales Invoices will be displayed.

Customer Allocation Method
You can also create a customer payment on account and at a later date you can allocate that payment on account to multiple outstanding QE sales invoices. If you use this allocation method and later want to find which QE sales invoices are allocated against this customer allocation the below steps will guide you on where to see them.

  1. Click on the Contacts tab then Customers then click on appropriate customer.
  2. Under the customer Activity, click on the appropriate Customer Allocation, on this Account Allocation screen you will find all QE sales invoices associated with the customer payment on account.

Associated supplier payment against purchase quick entries

Allocation Methods:

Supplier Payment Method
At the time of creating a supplier payment you can select multiple outstanding QE invoices and allocate them against the one supplier payment. If you use this allocation method and at later stage need to know which QE invoices are allocated against the one payment, the below steps will guide you on where to see them.

  1. Click Contacts then Suppliers and click on appropriate supplier.
  2. Under the supplier Activity, click on the appropriate Supplier Payment. On the supplier payment screen all associated quick entry purchase invoices will be displayed.

Supplier Allocation Method
You can also create a supplier payment on account and at a later date you can allocate that payment on account to multiple outstanding QE purchase invoices. If you use this allocation method and later want to find which QE invoices are allocated against this supplier allocation the below steps will guide you on where to see them.

  1. Click Contacts then Suppliers and click on appropriate supplier.
  2. Under the supplier Activity, click on the appropriate Supplier Allocation, on this Account Allocation screen you will find all QE purchase invoices associated with the supplier payment on account.

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