Invoicing - Display customer overdue balance and available credits on Awaiting Approval page
On the awaiting approval invoice page can we get more details for each customer, like any overdue amount and any credit they have in their account. Currently you cannot apply a credit unless you open the invoice. This will save time and errors.
shijo George
shared this idea
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albex ulpoer
commented
Yes, adding the ability to display each customer’s overdue balance and available credits directly on the Awaiting Approval page would significantly streamline the invoicing process. Currently, having to open each invoice to check credits or overdue amounts wastes time and increases the risk of errors. By showing this information upfront, users can quickly apply credits, make adjustments, and approve invoices more efficiently. Implementing this feature would improve workflow and accuracy, similar to how online platforms like https://cssprep.ai/ provide instant access to all essential student data for faster decision-making.