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.
Edward Milnes
shared this idea
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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.