PeterLister's avatar
PeterLister
Experienced Cover User
12 years ago
Status:
Open

Sales: Warning customer is in credit when raising invoice

Hello,

 

At the moment if a credit exists for a customer the first reminder we receive is when processing a payment, it would make more sense (to me) if the warning came when the invoice was raised otherwise that horse has already bolted, if advised earlier an adjustment by way of the credit would reduce the invoice at that point and the credit issue is resolved.  As it stands if its missed and not picked up it can continue invoice after invoice, and it would be a better solution than sticky notes on the screen to remind of customers with credits.

 

"Warning that a credit exists when raising invoice"

Cards
Sales
  • Renee5's avatar
    Renee5
    Contributing User
    13 days ago

    100%, this waring needs to come when the invoice is being created.

    Why has this not been actioned yet?

  • dyann's avatar
    dyann
    Experienced Cover User
    9 years ago

    Is it not possible to have a pop up window when entering an invoice to alert if the customer has a credit on file?

  • importants's avatar
    importants
    Experienced Cover User
    11 years ago

    When I receive payment for an order I open the Receive Payments window, enter the customer name, and sometimes up pops the warning that the customer outstanding credit memos on file, and do I want to apply it to this sale? Not very helpful as I have already received the full amount of the invoice.

    The warning needs to come when the invoice is being created, so any credit can be applied when issuing the invoice and the customer can see the credit applied and then pay the net amount.

    Is it possible to work this into the next series of refinements?

    • dyann's avatar
      dyann
      Experienced Cover User
      11 years ago

      Yes, this is one we all want in our office and keep wondering why it has never happened in all the years of MYOB

  • Liam_M's avatar
    Liam_M
    Former Staff
    12 years ago
    Status changed:
    New
    to
    Open
    Thanks for your suggestion Peter. This would certainly help to improve data entry in sales. I can see that this suggestion has a few votes already. If anyone else would find this suggestion useful, tlease add your vote.