Doc ID/Number

Doc ID/Number is a reference number (usually a check number for payment by check) to identify the payment.  Doc ID/Numbers are optional for payments. 

You can find an existing payment or credit memo by clicking on the Find List button on the toolbar.  If you select "Payment" and "Unapplied" a list of all unapplied payments in the system will be displayed. 

The Find Customer Payment screen allows you to view all credit memos and payments, fully applied credit memos and payments or unapplied credit memos and payments.  Scroll down the list until you find your desired document and click the Select button to retrieve the payment or credit memo.