[Customer Module] Invoicing problem

Tony just tried to add a new invoice. Tried to drag the new data box out of the way so I could view what was beneath & it disappeared completely & the screen jammed. Had to shut down the tab on the browser & relog in to the program. When I did, it popped straight to the screen with the invoice on it that I'd tried to move, ready for data entry. What did I do? Mike H

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Re: Invoicing problem

Hi Mike, I have tried to reproduce the issue but was unable to on both IE or Firefox. I have seen this issue occassionally on systems running a screen resolution of less than 1280 X 1024. We have raised an issue to resolve this which shoudl be addressed soon. In the mean time I suggest using a resolution of 1280X1024 or greater. You should also be able to redisplay the dialogue by hitting F5 (Refresh). If not tell me and I will research the issue in more detail. Kind Regards Tony

intuitive construction of an invoice or estimation

just checking in on the latest changes. I still find it hard to intuitively write an estimation or invoice. I would like to add items by pressing enter after the last item and have the option of entering an item name rather than going back to select. Is there a way of doing this? Peter

Re: Invoicing problem

Hi Peter, We have yet to add the necessary keyboard shortcuts to overcome some of these issues. Although important we considered adding extra functionality a higher priority. I understand Tim has done some preliminary work and will finalise for the following release (0.5). It is worthwhile noting that the operation may not be exactly as requested but will involve easy to utilise key strokes to acheive the same result. Kind Regards Tony

invoice status

What does "on hold" status mean for invoices and whycan't that be changed?

Re: Invoicing problem

Hi Peter, The On Hold status is used to indicate that particular charges are completed but should not be posted yet. This can be used for deceased accounst etc. This is different from In Progress and Completed as the charges are complete but you do not want them to be included in any detailed statemnet or invoicing run. The fact that could not edit the charges once you set the status to On Hold was a bug and has been rectified. Cheers Tony

Re: Invoicing problem

I you look at the Jones account and Bozo the dog (sheduler 18/9) The last invoce I entered was for $40 but only 25 shows up on the balance of account. The invoice on the account list also only shows $25. Is this an error? Regards Peter

Re: Invoicing problem

Thanks Peter, Can see issue. Have replicated. Being fixed as we speak.. Thanks Tony
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