Option to not prefill receipt with invoice balance owing

[Ealfardan]

This is a very common people problem. I face that too with many of my clients.

But I don’t think disabling prefilling would be a popular solution with most Manager users. If anything, users are asking for more prefilling.

@GrahamvdR

I am wondering what I can do to reduce the chances of it happening, short of replacing the guilty staff members. I’m thinking that if there was some way to force the user to enter an amount manually and not rely on a prefilled figure that be enough.

You probably know this already, but I have to mention that the users could generate a new receipt starting from the Customer Statement (Unpaid Invoices) report.

If that doesn’t work, there’s another idea that you might find helpful:

Free selection of invoices to create receipts/payments

Currently we have the following options to create receipts/payments: Copy a single invoice to Receipt/Payment Copy the entire statement to Receipt/Payment Manually type in Receipt/Payment detail Or: Entirely forgo manual allocation in favor of auto-allocation. The reason an additional method is proposed is that although the automatic allocation (option 4) works well in many situations, in some situations where specific allocation is required and there’s a large number of invoices involved,…

It’s not the same as no prefilling, but it could be a possible solution since it will start from the Customer invoices page and the user can view and freely select from the entire list of pending invoices (i.e. unpaid and overpaid)