Account Transactions - Remove Awaiting Payment status from unallocated overpayments
In the customer under account transactions it shows the list of invoices and payments. Against unallocated overpaymentsit shows the status of 'Awaiting Payment' why? we are not awaiting the payment it is shown there.
Awaiting allocation maybe.
Anyway this caused confusion for our sales guy who had goods arrive for a proforma customer, he saw 'Awaiting payment' and thought they had not yet paid so he did not ship the goods, (Accounts were not in to tell him) He did not see the words overpayment or even if he had, he was not accounts so would he understand it? He saw highlighted in bright green 'Awaiting Payment' which anyway, is fundamentally incorrect. I suggest it ought to be changed.
Andrea Shepherd
shared this idea
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Marianna Barker
commented
This causes a lot of confusion for our customers when reading their statements and results in duplicated payments.
It is also a time drain, following up each time to work out what has happened for the customer.
This needs changing.