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
