Hi,
I am a server edition user. I would appreciate if you could incorporate the check box feature against customer and vendor payments. There should be a facility for marking invoices for receipt / payment for the particular customer / vendor. In the current edition though there is a provision for this in the Customer section, but there is no provision for selecting the invoices for receipts.
Manager works totally differently from what you describe. You cannot simply check a box and record an invoice as having been paid. You need to select which cash or bank account is involved. If that is a bank account, you need to be able to indicate whether the transaction is pending or cleared. Reference numbers may need to be entered.
The easiest way to record a receipt or payment against a sales or purchase invoice is to view the invoice itself and click the appropriate button. Then, relevant information is prefilled.
Hi,
It is very tedious to enter all invoices if you have a long list. You have already provided this option in the customer unpaid invoices in the reports section. While using the COPY TO option all the invoices appear as a list for receipts. There is also the option for selecting bank/ cash. Since all the invoices are not due , it would be easier to provide a check box so that only those invoices can be marked for which payments have bee received and the rest can be ignored. This option should alos be there for Unpaid vendors.