Sales Invoice - Option to 'Approve and add a payment'
I often collect cash payments that I then create invoices for, rather than having to click on Approve then click on Add payment, it would be great to have the option to Approve and add payment in one click.
Geoff Bryant
shared this idea
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Anita (BLETCHLEY TURF CO LTD)
commented
Many of our customers pay at the time of making an order. So when we have created the invoice, we will add the payment PRIOR to sending the invoice.
So please add the option to APPROVE & ADD PAYMENT
to the list of options, so that we don't have to continually do 3 x steps ie APPROVE, then ADD PAYMENT, then EMAIL -
Joana Mendes
commented
Yes, please.
Could we please have an option to mark an invoice as paid when creating it? Currently, in the top-right corner of a new invoice, we have "Approve & Email" with a drop-down showing a few other options. It would be very useful to have an additional option, "Approve & Add Payment," which would streamline the process for invoices that need to be marked as paid immediately upon creation.
