It would be great to have some custom fields on the sales entry screen. This question comes up very regularly with clients who are importers/exporters and also with mechanics. They often have extra...
As most fields in the Sales Invoicing Screen seem to use standard data base text, it is difficult to record information relevant to our specialised business. To enable businesses such as our to adapt the invoice information to our individual needs, it would be good to have some flexibility with the set database fields. We dont use saleman or referral fields and the Journal Memo seems a bit useless to us.... these fields could be better used by us for other things.
It would be great to have some recording capacity for despatch information and Freight details as there are often multiple steps required between creation of an order and prior to invoicing. Being able to record the various dates of each stage would be very advantageous in servicing the needs of our customers.
It would also be great to have a field where we can free type instruction or messaging eg: Information that our customer requires us to include on an invoice but which we donot wish to record on as a database option.
I also cannot understand why we cant change the status of an invoice back to an order or quote, in the case where a customer delays payment or delays despatch date. This would avoid having to reenter the job and also mean that we didnt have to pay our GST and PAYG liability prematurely.
When entering standard items from our database, why is it necessary for the cursor to go to the description field after selecting the item code. It seems more logical for the cursor to move straight to the beginning of the next line item quantity below rather than asking you to confirm the description. If any changes are required to item description or pricing, this can be done manually later, rather than hold up the data entry process.
Any of these suggestions would be great enhancements to the Accountright Live Plus software 13.5 that we are currently using.
Cheers
Hello John,
In your post you say -
"I also cannot understand why we cant change the status of an invoice back to an order or quote, in the case where a customer delays payment or delays dispatch date."
The easiest way to achieve this is to save the invoice as a Recurring, then go to New Sale and then Use Recurring to bring up the saved invoice. Change the type then to Order and delete the original invoice. You can use the original invoice # on the order if you wish.
I hope that helps.
Cheers
David