When allocating a receipt of payment the current drop down shows invoice number and date. Would it be possible to add the invoice amount/balance as well? Currently after downloading the bank statement we have 2 screens open and check the payment amount matches the invoice before we edit the uncategorized receipt. Having the invoice amount in that drop down would save us having to have that second screen open as we would be able to check simultaneously, knowing the amount was correct before manually adding the amount into the Unit price column.
This has been the request of many users before. I know because I was one of them
However, I came to realize that there were other options:
- You can let manager automatically apply receipts and forget about pointless manual tinkering, this is the one I settled for.
- You can use the invoice to create a new receipt, in case it’s only one invoice.
- For multiple invoices, you can copy the Customer Statement (Unpaid Invoices) report to a new receipt and then adjust already prefilled lines.
All of these three are much faster methods than filling the receipt lines manually.
You should give it a go to see if it helps.
Thank you for the reply. We have customers who pay 20-40 invoices at a time. As each invoice is a different sub-customer they must be allocated as per the remittance so 1 & 2 don’t work for us in this instance. We’ve used 3 before but as we use the bank import function I found it was still a bit of a muck around checking the invoice numbers and deleting any not on the remittance advice and then also having to delete the bank import. Having the amount on the same line on the drop down would definitely be the best solution for us in our particular circumstance.