Settings and activity
3 results found
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324 votes
Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.
We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks
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Aime Lallo
supported this idea
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38 votes
Hi community, thanks for your continued input to the idea here. While this isn't something we have planned in the near term, we wanted to share a possible
alternative where you could send the prepayment transaction to your customer.
Unallocated customer prepayments can be found on the Awaiting Payment tab on your sales screen. You could add a separate invoice template to use with receipts for prepayments and consider making the following changes.
- Change the 'Approved Invoice title' field to Receipt.
- Deselect the Show unit price and quantity columns.
- Deselect the tax column.
- Deselect the Show payment advice cut-away
We'll continue to stay tuned to the idea here, and let you know if there's change.
An error occurred while saving the comment Aime Lallo
commented
This would be extremely helpful, particularly when you have to make several pre payments as the there is a limit on what you can pay one supplier in one transaction and they can than allocate clearly if they can see what the pre payment relates too
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2 votesAime Lallo
shared this idea
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I find that it only alerts you to a customer pre paying an invoice after you come out of the screen and go back in and then a credit will appear in the bottom right hand side under the final values. This used to just pop up on the classic invoicing that a customer had a credit available and not sure why this can’t be adapted on the new invoicing. It’s a handy tool as doesn’t require you to manually go back through and allocate any pre payments to an invoice, which if get missed and a customer has paid, they will still receive a statement showing the invoice is unpaid, which then causes a potential issue.