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New Invoicing - After adding payment, return to the same invoice, not the Sales Overview

Currently after adding a payment, the page goes to the Sales Overview - Invoices. It would be good if (possibly just as an option) it returned to the actual invoice I was adding a payment to.

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Thomas Partridge shared this idea  ·   ·  Report…  ·  Admin →
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  • Jacob Clark commented  ·   ·  Report

    I agree having the system leave an invoice once a payment is added is a nonsensical workflow! It's especially annoying when you have the client standing in front of you and need to return to the invoice to print or email them a copy.

  • Mike Wiles commented  ·   ·  Report

    When depositing payment for a sales invoice, have a shortcut button to "Deposit Another Invoice" so you don't have to go to Invoices > Awaiting Payment manually again.

  • Alys Kingston commented  ·   ·  Report

    After a payment is added to an invoice, can the invoice please stay open on the screen.
    The green box sometimes disappears and have to search for the invoice again in a different section (or clients do not read the text in the green box and complain the invoice has disappeared

  • Melanie Currie commented  ·   ·  Report

    I have clients who have 1 large monthly sales invoice, but can have up to 20 payments against it. Currently, you can only enter 1 payment at a time, and then have to save, close and go back into the invoice to set up the next payment.
    I would like to be able to save a payment and click "add another payment to this invoice" and just keep moving through it, to limit the number of clicks and be more efficient.

  • Sherri Mackey commented  ·   ·  Report

    How about allowing edits to invoice without removing a payment. Sometimes wrong items are selected or they change their mind. Would be nice to be able to modify the invoice without unaplying payment, updating and reaplying.

  • Steph Walsh commented  ·   ·  Report

    We deal with a lot of cash invoicing. (Ebay/web etc)
    We create an invoice and then mark it as paid straight away.
    Then print it , then email it to the customer.

    Once the invoice is paid, please can you leave it on the invoice screen instead of closing it down and taking it back to Business Invoices section.

    We have to click on it again to open it up to print it and email it. Should be an easy fix in Classic invoicing.

    I do not use the "new invoicing" screen as it is not set up for manually entering 30+ invoices a day, takes too long (have to use the mouse too much)

    Thanks