Question: On occasion, especially when the customer uses "online bill-pay", I have NO CLUE who the money is from....the name on the check will match nothing in my system, they rarely bother to include an invoice number or customer account number, and the amount of the check is pretty much the same for almost everyone. When you call the number on the check, THOSE people are of no help-they read the check to you!
Answer: Set up a special site to hold these payments as follows:
SetupCreate a site and make the site and customer name "Unknown Revenue". This will be used to hold the monies until the correct service location and invoice can be located.
Work Steps to Receive Money1. Open the site for "Unknown Revenue" and go to financial tab
2. Select charges
3. Add a charge for zero amount and detail information about monies in the charge note
4. Create the invoice (credit)
5. Pay invoice with receivables
6. This creates a credit invoice
Work Steps to Transfer Money Once you have located the correct invoice to be paid, do the following.
1. Open site that has correct invoice and go to financial tab
2. Select invoices
3. Edit invoice to receive monies
4. Select tab "Pay with credit"
5. In search screen select site of "Unknown revenue"
6. Select credit invoice to be used to pay the invoice
Done