Hi,
We sell products which are usually one-off sales, rather than repeat buyers. As a result, we import csv invoices data into a generic client, ‘WindowSkins Sales’. This saves us a lot of time, as we avoid setting up new clients for each sale. (The client info is in the invoice description)
Since we take a 30% deposit, with the balance paid on delivery, we receive two payments per invoice. As a result of this, invoice matching is not possible, and we have to manually allocate the payment to its particular invoice.
We do this via Tag Me -> Payment from a Customer -> Pay down multiple invoices or assign to a client account -> Allocate to Client (‘WindowSkins Sales’)
This will bring up the ‘Client Payment’ form, listing the outstanding invoices. I will then use the browsers search function (ctrl+f) to quickly locate the matching invoice.
The problem I have, is that where we have imported 100+ invoices, I need to keep repeatedly clicking the ‘Show more outstanding invoices’ section to load the entire list, before I can be sure to find the required invoice.
This is time consuming, and really slows down the matching process.
Would it be possible to add a button or setting to ‘show all outstanding invoices’?
