[GNC] How to update Description info in Payment Field of Customer Report?

[L. D. James]

On 7/12/19 1:01 PM, Adrien Monteleone wrote:
> Sorry, forgot that detail.
>
> I’m not editing in the AR register. (generally, you should not do so)
Makes sense... this is the reason the entries were not being 
consistent.  I was concern about a corruption in the data, so test test 
until I get it right are being done with a backup of the company, not 
the actual company's production data.

This precaution is what I hope others are doing until the get the 
glitches out of problems experienced.
> I clicked the ‘payment’ link in the Customer Report. This opened my asset register that was used as the transfer account when I processed the payment. In this case, it was an Undeposited Funds account because they paid with a check. I edited the memo there.
>
> Note, you *can* edit in the AR register, though it is not advised. If you really want to do the edit there, be sure to put the ‘description’ you want in the `memo` field of the non-AR split. (the transfer account you received the payment to) It will still show on the Customer Report.
>
> If I’m not mistaken, I think the bug report I mentioned covers this issue with the AR edit not showing up on the Customer Report. (it also duplicates the same info in the Notes field - overwriting what was there, and vice versa)

Thanks!  After carefully following your steps, I finally figured out 
where I was going wrong.  I couldn't find the field to edit.  So I right 
clicked on the entry and it brought back the original "Process Payment" 
form.

I understand it now and it works great!

Thanks for the patience in helping me to get over this gap in understanding.

Have a nice day!

-- L. James

-- 
L. D. James
ljames at apollo3.com
www.apollo3.com/~ljames