Bills - Remove the 'Skip' or 'Allocate Credit' prompts
Remove the 'Skip' or 'Allocate Credit' pop up box when entering invoices.
When entering a number of invoices, if the customer who you are entering an invoice for has a credit on their account, a box appears asking to 'allocate the credit' or 'skip.' By clicking either it takes you back to the enter invoice screen without the option of adding another invoice. This makes it quite time consuming when entering a number of invoices.
Is there a way from stopping the 'allocate credit' or 'skip' boxes appearing?
Andrew McLean
shared this idea
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Zlat Masalkovski
commented
We ran into this exact issue with clients - the constant ‘allocate credit / skip’ prompts slow things down massively when entering multiple invoices.
We ended up building a workflow that handles credit allocation during the payment run instead, so you don’t have to deal with it at invoice entry.
Curious if that kind of approach would solve it for you?