"Receive Payment" Right from the main menu
I would appreciate having an option in the + menu for quickly adding a customer payment. This small enhancement would save us precious time spent searching for customer names or invoices. I've included a screenshot from QBO showing how it looks.
Hershel Klein
shared this idea
Aah I see where you're coming from - thanks for the added detail Hershel!
Find & Match won't help if you're needing to record the payment when entering the invoice. The only other consideration would be entering Receive money transactions, however these are a little different and won't appear on your clients customer statements.
Being upfront we don't have any plans for adding Receive payment to the '+' menu from the navigation atm, but we'll stay tuned in to your idea here and I'll let you know if this changes.
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Hershel Klein
commented
Hi, I appreciate you considering my suggestion seriously. I am referring to the process of recording payments for invoices that have already been created. I typically reconcile once a month and need to log payments on the same day I receive them; otherwise, it disrupts my workflow. Additionally, my client will receive an unpaid notification along with the reminders. This is something most of my clients work like, so it's not only for me...
Thanks!