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TheraNest Ideas Portal
Status Future consideration
Categories Reporting
Created by Guest
Created on Jun 12, 2023

Display invoice number on the credit card charges report

If a credit card payment was applied to an invoice, show the invoice number on the credit card charges report.
App Type TheraNest App
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  • Guest
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    Jun 9, 2023
    I do not have Quickbooks Online so I have to reconcile manually. Please add Invoice number to Credit Card Charges Report - I need to run the Daily Billing report so I can enter my invoices into Quickbooks and then I need to match it up with the payments/fees from the Credit Card Charges Report but that is impossible because you do not offer Invoice # on that report