Accounting Ideas

Save and Record Payment as option for New Invoice

We frequently batch process invoices that are paid with order (online transactions), and so as well as "Save and Email", "Save and Print" it would be useful to have "Save and Record Payment" that takes you directly to the Record Payment" screen. Admittedly it only saves one click from the results page of "Save", but then so do all those others.

  • Guest
  • Nov 7 2022
  • One For The Future
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  • Guest commented
    10 Nov, 2022 04:45am


  • Guest commented
    7 Nov, 2022 12:49pm

    Sorry, updating my own request, the record payment is a pop-up so this probably wouldn't work. The alternative would be incorporating the Record Payment fields into the New Invoice form itself. Not sure that is actually a good idea?