Posting and Paying Invoices: What goes where?

[Michael T. Garrison Stuber]

It would be nice to include the customer purchase order number (if there is 
one) somewhere in the memo or description of the invoice.

--On Friday, May 10, 2002 10:54:19 AM -0400 Derek Atkins <warlord@MIT.EDU> 
wrote:

> I've got an interesting question for you all.  When an Invoice is
> posted it creates a Transaction with all the appropriate Splits, but
> somehow it needs to fill in all the various Transaction and Split
> fields that are visible in the various Accounts.  The question is:
> what pieces of information should go into which fields in the
> Transaction and Split?
>
> In particular, the pieces of information I have to work with (I'm
> ignoring the numeric portions -- those are obvious) are:
>         Invoice Number (my reference)
>         Customer (name)    (or Job name)
>         Short Memo/Description
>
> When a Customer pays me, I've got:
>         Reference (their check number?)
>         Customer (name)
>         Short Memo/Description
>
> So, what information should go where in the Transaction and Split
> information?
>
> Currently I've got (from the posting side):
>         Txn Number	<- Invoice Number
>         Txn Description	<- Customer Name
>
> I obvious don't have the Short Memo/Description stored anywhere.
> Where should this go?  Should I perhaps change this to:
>
>         Txn Number	<- Reference (Invoice Number, Check #, etc)
>         Txn Description	<- Short Memo/Description
>         Split Memo	<- Customer Name