Timeslips Tips & Tricks: Find Client by Invoice Number

This Timeslips feature can really come in handy if you have clients with multiple matters or projects. 

Here is a typical scenario:  You send multiple invoices to one location.  When the client remits the payment, they indicate the invoice number on the payment voucher, but not the matter name.  If you only have a few matters for a client, it is not too difficult to find the correct matter to apply the payment.  However, if your matter or project list is very long, this can be a very time-consuming process.  Timeslips has a handy feature to make this easy.

Go to the Accounts Receivable Entry screen.  It doesn't matter which client you select.  Just Click on the icon next to the Client Nickname 2 field

Enter the Invoice Number

The next screen will open to the correct client with invoice number you entered.