Managing customer payments in Dynamics GP is a routine task for accounts receivable users. Typically, one of the first steps is selecting the customer ID—but what if you don’t know the customer ID for the payment? Many users aren’t aware that Dynamics GP allows you to search for a customer using the invoice number instead. This month’s tip can save time and simplify the payment process.

Tip: Locate customers by invoice number

Instead of searching for the customer ID manually, you can use the invoice number to identify the customer and streamline your workflow.

Steps to Enter a Customer Payment by Invoice Number:

1. Navigate to the Cash Receipt Entry window
2. Click the spyglass icon next to the Locate Customer By/Document Field

3. Enter the invoice number in the search field.
4. Double-click on the correct invoice.

This action will return you to the Cash Receipt Entry window and automatically populate the customer ID for you.

Why use this feature?

This simple tip eliminates the need to search for a customer ID manually, saving time and reducing potential errors. It’s especially useful when handling payments for invoices from customers who don’t frequently appear in your records. By leveraging this feature, you can make your payment entry process faster and more efficient.

Discover more ways to optimize Dynamics GP and unlock its full potential by contacting Rand Group today!