Accounting Ideas

"Record Payment" option on the invoice screen should also have an "Allocate Payment" option, for those times when deposits or pro-forma payments have been made.

When creating a customer invoice, if a deposit or proforma payment has already been made, I have to exit the invoicing screen, enter the customer account, allocate the payment manually, return to customer invoicing, select the invoice and then then chose to email it.

If I don't do this, the invoice does not show any deposits, and worse, may show a required payment date even though the job is already paid for.

After entering a customer in voice, there is a button on the right to Record Payment.

If only there was a button that said Allocate Payment too. That way I could allocate deposits and pro forma payments right there and then and immediately email the invoice.

  • Guest
  • Aug 17 2023
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