Skip to content
← For small businesses

Enter your idea

For small businesses: Contacts & communication

Categories

(thinking…)

Contacts - Receive Money option from the New dropdown

The contact card has a drop down box where you can create a NEW invoice/bill etc. Please could RECEIVE MONEY be added to this shortcut?

2 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Kirsty Scales shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • William Jenner commented  ·   ·  Report

    I would like to be able to create overpayments that are not associated to an invoice directly from the contact's page rather than from the bank. at the moment if I receive money from a customer that has no outstanding bills I have to check first in the contact's activity and then go to the bank and create the overpayment. this gets tedious after a while, switching between contacts and bank.