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Phreesoft Support ForumHelp for Phreesoft products. |
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rulola
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Post subject: Loading outstanding invoices and cm in customer receipt form Posted: Tue Nov 16, 2010 5:52 pm |
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Joined: Fri Aug 28, 2009 8:50 am Posts: 186 Location: Miami, FL
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When entering the customer receipts form after pressing the calculator icon from Invoice or Invoice manager, only the line of the current invoice appears. If you immediately press the magnifying glass icon, the other outstanding invoices and credit memos appear.
I only discovered this by accident. Is this by design? Initially, I thought it was a bug that they were not loading. It would be more convenient if they loaded in one step.
From a blank form, if you choose the customer, it all loads correctly.
_________________ Ruben.
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dave
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Post subject: Re: Loading outstanding invoices and cm in customer receipt Posted: Thu Nov 18, 2010 5:22 pm |
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Joined: Fri Oct 26, 2007 3:55 pm Posts: 3498 Location: Colorado, US
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By design. This way a sudo POS feature is available (using the calculator) to just charge the one item. However, if many invoices are to be paid at one time, you will need to retrieve them from the Customer Receipts screen. In my business, I sometime have a customer with outstanding invoices that just wants to pay for the current order. This is a quick way to do that without having to search for the customer or un-check a bunch of boxes. You will also notice that the box is pre-checked when entered from the Invoice screen whereas the boxes need to be manually checked when paying one or more invoices retrieved from the Customer Receipts screen. Again, by design.
Dave
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