Forum Discussion
Hi, Yes I'm having the same issue where customers are contacting me saying that invoices are showing as outstanding when they're not. The desktop terms are not matching the online version terms in some cases? I'm currently trying to do a report to check the desktop terms to the online version but the report online isn't available?? The customer card online also doesn't show the terms so a bit confused as to how this can be amended without having to check every single invoice as we go?? The cards online really need to have a report so that details can be easily checked against the desktop version. If there is a way to do this that would be great.
Also wouldn't it be better to have all the reminder settings viewable in the main sales settings area?? Online I feel like I'm flicking from one to another all the time because everything is everywhere?? Desktop version is much better for this reason, so much more user friendly. Everything is done from the card file and the card file has all the information in it rather than a simplified version like online??
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