We do both re tail and wholesale sales. The vendors who purchase equipment from our wholesale arm are required to pay via PayPal or charge card - basically when the items are shipped. It is important to us to be able to track purchases by these customers.
So - here’s what I currently have to do:
- Create a Sales Invoice (can’t print this though since it shows it as unpaid at this point)
- Create a receipt for the invoice
- Go back into the Sales Invoice tab, locate the sale, view it and then print it now showing ‘Paid in full’.
The same thing applies to payments I want to track - i.e. Outbound Shipping (a COGS account in my system) could be USPS, UPS or FedEx and I need to easily be able to tell how much I’m spending with each when negotiating to get better rates with them.
IF you could add the ability to add a sale/payment made in the Payment/Receipt tab to a customer or supplier 's account, I’d be able to do everything in basically 1 step rather than 2 or 3. Perhaps a checkbox with Customer/Supplier which, when checked, would then tie that receipt /payment to the customer or supplier’s account?
With the growth of PayPal and charge card payment s from/to all kinds of customer/vendors, this seems like something you should consider.