Finding Client-Matter using Invoice Number

To determine the Client-Matter for a specific Invoice Number, go into the Accounts Receivable Manager and begin entry of a new transaction (click the NEW Button to access the AR Entry screen). Enter the correct date and then click on the small icon to the right of the Client-Matter field.  Enter the Invoice Number referenced on the check you received and click the OK Button.  Orion will locate the Client-Matter to which the invoice belongs and populate the Client-Matter field with the appropriate Client-Matter Number.