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178 votes
Hi community, thanks for your interest in this idea. Just wanted to pop in here to share, for those who aren't already aware, that you can export the Receivable Invoice Summary report. The report has a 'Last Payment Date' column that you can add to it which is useful for finding customers who habitually pay late so that you can take appropriate action.
To be transparent, building a feature to show the average days to pay by customer isn't on our roadmap at this time, but we'll be sure to update this idea if that changes in future.
Sarah Cavenagh
supported this idea
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82 votes
An error occurred while saving the comment Sarah Cavenagh
commented
additionally, if you could add a button to the invoices page, in the awaiting payment column, that would allow you to select multiple invoices and set the same expected date to all those invoices simultaneously, would also be helpful!
Sarah Cavenagh
supported this idea
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11 votes
Hi Brett, separate actions in them self but it is possible to Approve multiple invoices at once from the Draft tab. When actioned you'll see a message from which you can 'View invoices' and multi select to Email.
Being open this isn't something we have plans for right now - Is there a common scenario, or specific reason you'd like these actions as one? It'd be good detail to share back with the team.
An error occurred while saving the comment Sarah Cavenagh
commented
Often I go to the draft list, after I have just imported invoices, and select all of them to email forgetting that I wanted to mark them as approved first, thus I send them out as drafts in error.
Could there be a prompt such as 'would you like to mark these as approved, before sending?". Options would then be "Approve all and continue with review", "close this window so I can individually select invoices to approve", and "no, continue as unapproved"
I suggest this prompt comes up after you have selected the invoices, and then selected the 'email' button, not after selecting the 'send' button to officially send. (this way you don't spend all your time correcting email addresses or individual messages, only to find that you need to select approve, and remake those changes you made.
The Customer Contacts page shows the days that "they pay in" which is described as "The average number of days between when invoices are issued and when they're paid". Can this be very simply pulled into the Invoices>Awaiting Payment report as a column, possibly next to the Expected Date? Please add to the roadmap! Thanks