New invoicing - Simplify process for allocating Credit
When the Allocate Amount pops up to allow for Pre-Payments to be allocated to an Invoice, I find I am going between Mouse, Tab, Numeric repeatedly. We have a large number of Clients who pay weekly and build up a number of Pre-Payments. It would be a lot easier to just use the mouse. Allow for a Double Click in the box containing what is available, or Double Click in the amount allocated, or something - but there has to be a simpler method.
Murray Corps
shared this idea
Hi team, it has been awhile since this was raised so we just want to refresh the idea's status. We understand that allocating existing credits in New Invoicing can involve more steps than expected. A simpler process could make it quicker to apply credit notes, prepayments or overpayments when managing customer accounts.
We've updated this idea to Gaining Support so we can continue gathering feedback. If you'd find this useful, add your vote and share which part of the current process you'd like to see improved.
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Murray Corps
commented
We have a large number of Pre-Payments. When an Invoice has been approved and on the way to "send/email", the available, if any, Pre-Payments pop up for allocation. Each line has to be treated seperatley. We have so many that in some cases the list of available funds for allocation is right off the screen. It would be most efficient if you could simply Double Click the Mouse in the "To apply" box and that would move the available amount to that box and deduct from the balance owing. When you come to the final amount, a double click would only move the amount still owing and split the figue and leave the balance for the next Invoice.