I wish at sales and purchase invoice payment details add the payment way if made it as different base currency
so no need to go back to the payment or receipt to check every time the details .
or at least if add option like click on the payment details will forward to the related payment or recipt
It isn’t clear what you information you want to add or where
Can you show an example of what you want to add to a Sales Invoice for example
If you view a Sales invoice, you can see the payment details
when viewing the list of invoices, this detail is easily available in both sales invoices and purchase invoices tabs if you click on the balance due figure against any invoice. from there you can view or edit the transactions related to that invoice.
you are right. but it must be show at the invoices, special if you want to print out as records or for the customers reference ,
plus it’s much easier for the invoices auditing one by one.
and it’s easy to review included items and other details
at the list view only you have to go deeply one by one
this is accomplished by sending or printing a copy of the receipt you have entered in Manager.
an invoice is a document which legally represents a sale and not the customer transactions.
Manager provides the basic details of payments applied to an invoice which includes the transaction type, transaction reference number and the date. this is all the information that is required for most business.
your suggestion would make an invoice look similar to a report which is not its purpose.
yes. how is it any different than your previous suggestion of auditing invoices one by one. you will be doing the same thing anyway.
I will explain more.
like the purchase invoice.
if the supplier currency USD and the base currency its AED . then the purchase invoices payment will show the USD even at the list view.
so now need to drill down for each invoice at list view to check the payments / receipts amount if made it by base currency or another bank account in currency that different from the USD or AED
when you check the invoices by arrow keys( left and right ) if the payment show more details will be much accuracy . if will go for list view then what the purpose from the arrow keys !
If the invoice is in USD, then the amount paid should also be in USD - this is the currency of the customer/invoice - the fact that it was paid in AED is more or less immaterial when asking examining the invoice.
Why is the payment in a different currency to the invoice - why not invoice the customer in the currency he will be using for the payment?
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for purchase invoice its very common specially once the supplier is overseas one ,
for the sales invoices. its common also specially when the company have multiple bank account or offshore bank accounts with different currency, the same for the customers, they are free to pay with any currency that different on they base one , so we can accept multi currency different on invoice based currency