smileykylie1982
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Joined 4 years ago
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Email field in contacts is very annoying - why?
Why isn't the email field simple selectable and editable text? When I start typing a new email address in this field, if I click off the field it puts whatever text I have entered even if it is incomeplete into a non-selectable and non-editable format. This is quite annoying if I need to alt-tab to another window to refer to the email address mid typing. To change it I need to remove the text and start again. When I start typing a new email address in this field, if I backspace it out and press backspace one too many times an entire email address is deleted and this can be catastrophic as in many cases I need to search through months of emails to find the correct ones again. If I don't email my invoices to the all correct people, they don't get paid.117Views1like1Commentincorrect invoice sent to my customer
Hello, Last week I sent an email invoice to my customer as usual but they responded that there was an obvious problem with it. I checked the invoice in my system and it was correct. I asked them to send the incorrect invoice back to me which they did. The details on the invoice are not right. There is a completely different invoice number style, a completely incorrect customer - not even one of my customers at all, and there are no line items listed. My details on the invoice are correct: name, business details and payment details. I have since resent the customer their invoice and it arrived at their end correctly. What are the next steps for this? I notice that this problem is mentioned in the community forum as something that can happen, which is concerning. It is the first time it has occurred to me. Thanks, Kylie194Views0likes7CommentsDouble up credit card invoice payment
Hello, A customer of mine has somehow paid the same invoice twice using a credit card online. The invoice now shows a credit, which is correct. The same customer has an outstanding invoice for a lesser ammount, but because this is a credit card payment the system is not letting me do anything with it, and it doesn't show up in my bank transactions. I believe the customer may have accidentally paid the first invoice twice instead of paying the second invoice. (shouldn't the first invoice showed as paid when he went to pay it, considering it was an online payment?) What is the correct way to manage this double payment since it is an online credit card payment? Ideally I would like to use the credit to pay the outstanding invoice and then I can apply the difference as a credit to his next invoice or refund it. The last time I tried to correct a problem with a credit card payment I ended up with the surcharge existing forever in my undeposited funds account... Thanks, Kylie.Solved244Views0likes2CommentsRecurring invoices not working
Hello, I have a customer that is set up for a recurring invoice to be created for them each month. This feature has worked properly just once after I set it up about 2 months ago. The invoice doesn't automatically email to them, which I think should be an option for this feature, but the first automatic invoice was created correctly last month. But I checked just now and this month's invoice for my customer hasn't been created. Does this feature not work after a month even though the end date is set to indefinitely? Thanks, Kylie.326Views0likes3CommentsColumn sorting not working?
Hello, I just noticed that when I try to sort by invoice due date in the invoices screen it sorts by invoice number. It only seems to be affecting the due date column. I'm sure this column would sort correctly in the past because I use that all the time. Thanks, KylieSolved387Views0likes1CommentRe: Problem with allocating credit card payments
I have contacted support and I was able to fix this problem. The system would not let me remove the payment record and gave me a "something has gone wrong" error. It wouldn't let me remove the invoice because a payment had been recorded against it. While talking with support and supplying screenshots I noticed that the bank account that the payment was assigned to was Undeposited Funds account. I enquired whether that was correct because all other online payments were not assigned to that account. I was able to reassign and save the payment to my primary bank account which allowed me to match the bank feed transaction to it, but then I had a problem with the online payment surcharge. With great trepidation I manually created a balance adjustment to the surcharges account... I hope this hasn't caused any problems. It seems that for whatever reason when the online payment was processed in the back end it was meant to be moved from the undeposited funds account to the main account so the bank feed transaction could be matched to it. For whatever reason this didn't occur so the process had to be performed manually, as best it could. That's the only thing I can think of. This problem hasn't happened to me before.571Views0likes1Comment