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LiaS811's avatar
LiaS811
Contributing User
3 years ago

Selecting what I want to do EVERY SINGLE TIME

Surely there must be a work around for having to select what I want to do EVERY SINGLE TIME!  For instance when I want to create a customer payment once I've hit process for that particular transaction I have to go in to SALES>Select CREATE INVOICE PAYMENT>Type in my customer........... why cant you just leave the CREATE INVOICE PAYMENT SCREEN open???????  Same happens with invoicing customers.  Talk about time consuming for an accounting program that is meant to make life easier!

 

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  • Hi LiaS811 

    After you have entered the invoices, you can go to Sales>>Invoices>>Select the invoice you want to pay for and select "Create payment" at the bottom of that screen, and the next screen will have all the customer details prefilled. 

    Please feel free to reach out if you have more questions on this.