Wednesday, February 25, 2009

Entering a payment during Invoice Creation

One of the flows that we encountered, is that when we create an invoice for someone, we are also accepting a deposit at the same time.  However, in order to print the invoice with it showing the deposit paid, we must do this:

1. Create an invoice. Close it.
2. Receive a payment against the invoice. Close this.
3. Go back to the invoice and print it, to show that a partial payment has been made against it.

It would be great if you could accept a payment immediately from within the invoice window.  So that you don't have to close it, and re-open it and look for it again.

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2 comments:

  1. UnknownMarch 6, 2009 at 2:59 PM

    Hi Dustin,

    You can create an item type = payment. Use this item on the invoice to record the deposit you received. Now there will be a balance due on the invoice. When you set up the payment item you can choose to deposit it directly to the bank or hold it with undeposited funds. I would probably setup 2 different ones. Any transactions that use a debit card may show on the bank statement as they are processed. Cheques and cash may need to be held until a deposit it made.

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  2. Dustin ChokMarch 13, 2009 at 2:58 PM

    Thanks for the suggestion, Norma!

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