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.
Edward Milnes
shared this idea
Hey everyone👋 Thanks so much for sharing all your feedback and keeping the conversation going here. We've been following along and considering changes around the process for adding payments in new invoicing.
As we mentioned in our last update, while we won’t be bringing classic invoicing back, we're taking a close look at what made it work so well for you. The ability to quickly enter payment information without leaving the invoice is a key part of that.
To address this, our product team is now working to reintroduce this functionality to the invoice page.
We can’t share a timeline just yet, but we want you to know that your comments have been a vital part of this process. We’ll be sure to post an update here as soon as we have more to share.🙂
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Audrey Parnham
commented
In the new version of invoicing, you click on add payment and then cursor is in date box and you have to use the mouse to select the date, you can then tab to the bank account, but you can't type say RBS and the bank is selected you have to use the mouse to select the bank and then you can tab and type in the amount and then you can't tab to the reference box, you have to use the mouse to open the option.
We are all basically data processors and use key strokes to input data as quickly as possible.
That is so much quicker with left hand using the tab key and the right putting in the required data.
I have read your comments and tried them out and see that the enter function does open some of the boxes, but I am still having to use the mouse to select most of the data.
I am a bookkeeper and therefore I am not usually posting a transaction that happened in the last few days, more likely in the last quarter and I can no longer type say 07/11/23, but instead have to click back through several months to get to the date I want.
In the classic version, I just used the mouse to press add payment, all the rest of the data was added using the tab on the left hand and typing with the right. -
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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Audrey Parnham
commented
On the new invoicing screen - when adding payment. Can the box run horizontally as opposed to vertically then we will be able to use the tab function to move between boxes?
Also I think reference is an essential box and needs to visible here (and you don't have to click + to get it) when entering a payment, but also on the bank reconciliations screen where you have to "Add details" for that box to appear.
All we want is efficient workflow. -
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. 👍🏼
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Earl Mathieson
commented
Hi, Just thought I would let you know that adding a payment before sending the invoice to the customer showing $0 balance in the NEW invoice template settings is terrible and you have to flick from one section to another. It was so much easier in the OLD invoice setup. For ecommerce businesses who are creating an invoice for an item already paid for it needs to be more user friendly. If it is annoying for me it will be for others as well. Any chance your team can take a look at sorting the issue? I have moved back to the old invoice system as its a lot easier to add that payment. Thanks.