When accepting a payment, it has proven helpful to have a Customer’s prior payment history on hand. This has been built into G2 and Astra, and has been improved in G2 to include the Customer’s Check Number for prior payments which were paid by check.
This change only affects G2.
To See an Example of the Check Numbers for Prior Payments, users will go into G2 Accounting> Accounts Receivable> Take AR Payments, click on the Customer Payment History tab, and enter a Customer that is known to pay by check.
The list displayed should contain a column for Check Numbers and display the Customer’s Check Number, if entered.
*IDS strongly recommends entering Checks Numbers in the system at the time of payment receipt.
See the example below: