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Basic Assignments
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Options & Settings
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Main Time Information
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Notes:
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-Show a list of who owes what Goals – for statements and multiple invoice payments: - Show outstanding invoices - Allow a date range - Most important thing is select by customer - Show totals of current, over 30, over 60, and over 90 - Receive a single payment and want to be able to apply it to open invoices - How do we handle credit or over payments? - On credits – do we want to create a special items called a credit or do we want to keep a running total per customer? - Do we want to use the word credit? Refund? Overpayment? - How do we apply the credit? - If we prompt for action (if overpayment is found) the user will be able to give them back a refund, create an expense/receipt, or store a credit note. - Maybe force all over payments to an expense/receipt. o Get it out of your hair and keep the books correct o A contact said add the “Taco Bell” account - Maybe add a special line item called “over payment” - Maybe also add a special invoice type called “over payment” - If an over payment – we either need a special invoice, special line item, special payment or we need to add the extra as a special deposit live item. We may also want to prompt for an expense/receipt - If doing a refund (e/r or check req) there may be a time delay – make sure their payment cleared before sending out the refund. - Ideally, the income and expense should be on the balance sheet or both on the income statement so that it washes. Best if done on B.S. - Keep clean books! Help other companies keep clean books. |