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Add Payment - Another click added to view this, when it was already in processing sequence and without extra clicks? Also, when selecting ‘Add payment’ and selecting a bank account with a different currency to the invoice, I get the error message ‘Custom rate for this date couldn’t load. Please try again.’ The xe.com rate display was extremely helpful, if not the correct rate it was at least a guide ensuring the conversion was the correct way around or as a comparison to highlight a possible error eg. USD 1.00 = EUR 0.927591 vs EUR 1.00 = USD 1.07806.

Additional Suggestion … add an option with the payment data entry to go directly to ‘Bills to pay’ for ease of Batch payment once all bills processed.

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.

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.

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.

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.

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.

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.

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. 👍🏼

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.