Take payments: Prompt to apply oustanding customer credits/returns
You should have a feature in Essentialsfor when a customer overpays, the additional amount can be applied to their next invoice easily. At present there is no function to process an overpayment except to change the invoice amount temporarily so that the payment can be allocated, then you have to change the invoice back to the original amount. It would be handy to have a facilty that stores the amount of credit owing to a customer and asks if you want to apply it when the next invoice is generated. "Customer in credit"3.5KViews34likes1CommentCustomer Reports - Error Generating "The dots don't join up right now" HELP!
ARGH! I seem unable to generate any customer specific reports e.g. Customer Invoice Report. Trying to generate for the YE 2023 - so not going back to when I first migrated from the "old" MYOB to the cloud! Not happy as this is a report I want to be able to generate for each of our key customers at year end Has anyone else experienced?Solved847Views0likes9Comments