Settings and activity
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9 votes
Anne-Marie Morton
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70 votesAnne-Marie Morton
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An error occurred while saving the comment Anne-Marie Morton
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Completely agree with comments below regarding tax audits.
My suggestion would be to implement the new address on new invoices moving forwards only. However, on occasions when a customer has delayed notifying a change, allowing more recent invoices to be edited and re-sent on an individual basis to keep records on both sides as accurate as possible.
Would be great to be able to use the tab key when allocating a credit / customer overpayment to outstanding invoices and would like this added to the list too.
We encourage trade customers to pay one monthly total for their invoices which records as an overpayment I then allocate. It really slows down the allocation by having to click the mouse to select a new invoice after using the number pad to enter the amount I want to allocate. Sounds very petty but when you are processing a multitude in one go, it becomes very irritating and laborious moving frequently between the number pad and the mouse! Also, it makes my hand ache which doesn't seem to happen if I am solely using a mouse or the keyboard.
A better suggestion would be to include a tick box to select invoices you wish to fully allocate using the mouse which automatically completes the number field. That way you can whizz down the list quickly without any number typing at all and allocation would be speeded up considerably. Or for those wishing to solely use a keyboard, tabbing between the tick boxes and selecting a key such as 'Y' to include the invoice could be a solution.