Contact - control page information incorrect
Has anyone else had a problem with the contract control page displaying incorrect information?
Our customers pay a 30% deposit with order, we record this as an overpayment. When an invoice is raised we transfer 30% of the deposit to pay a % of the invoice.
On the contact control page it shows the invoice number, the total paid and the total due. But the total paid doesn't include the overpayment - so the total paid is INCORRECT.
The contact control page does show the overpayment total reduced by the 30% paid over to the invoice so it isn't consistent.
I have been told that you can get the correct information by running a report but a) this should be necessary and b) the information on the contact control page is incorrect.
Has anyone else experienced this problem?
Amanda Knowles
shared this idea
Hi Amanda just popping back here to let you know that the custom column option has been added to the All, Invoices and Bills tab.
Clicking on the ‘Column’ button opens a list of all data columns available on the tab. Select the fields you wish to see on the page, in your case: Total amount. Click Apply. This saves the default view for the tab for all the contacts in your selected organisation.
Note - This change is per user, so the columns will not change for other users of your organisation.