New Invoicing - Add Payment details on invoice screen
When using the new style of invoicing, it is no longer possible to enter a customer payment which having to click on the receive payment option. Using classic invoicing, the fields to enter the payment are present on the invoice screen. The classic invoicing method is much more efficient when entering a large number of customer invoices, so it would be great if these fields could be added to the invoice screen on the new style.
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Todd K commented
Totally agree, we need the ability to record a payment at the same time as creating the invoice. Our business is an online store where almost every customer pre-pays using their credit card. We just switched from MYOB which has this feature and the invoicing process with their software is much much quicker.
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Bryan Steel commented
100% agree. I don't want to click around different screens and menus.
Even with the hideous new layout, if it had a payment fields at the bottom of the invoice (the same as classic view) and you could tab between these fields using the keyboard, I could probably get this to work.
In its current state however, I’m looking at other software options.
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TAN PECK KEE commented
Yes! I agreed with Edward & Dean that the classic invoicing method is much more efficient, and flow of process, payment input after line items, more smooth.
in classic, we just need to call out invoice and scroll down to input the payments details, and all payment fields are shown for easy entry.
but the new invoice screen, the payment option has to be click, and the reference field need to be called out... my client keeps forgetting to input the reference and makes subsequent bank recon etc difficult.
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Rosemary Alick commented
I'd like to see the payment part remain at the bottom of the invoice, so invoicing and payment are both completed at the same time meaning less going backwards and forwards to complete the invoice.
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Dean Mansbridge commented
I would love the ability to record a payment at the same time as creating the invoice in the first place?
To explain, I provide a service for a client and they pay up front. I then have to create an invoice and the "Approve & Email" is a great feature BUT no good in this instance as I have to record the payment first. Once doing that it's not as intuitive to email a copy of the invoice.Ideally, we need an "add payment" step below adding line items so it flows easily and/or drop down feature on the invoicing screen please. This would make creating an already paid invoice WAY easier.
Fanks. 👍🏼