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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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Things that are needed for receivables: (dealing with mark as receivable field) - Be able to void an invoice – mark as not a receivable - Add a payment check when creating - Add a check when adding or editing a payment - The mark_as_receivable field is handled behind the scenes - The manual override is the all monies check box Questions: - What is the difference between what is owed (over time) and what has been purchased (over time)? - Do we want to need a different report or do we keep it the way it is? -No dates – what is still required and how flexible does it need to be? - How does the drill-down tie into statements? - Invoices – are they limited to a single statement or may they keep rolling forward if needed? I would imagine that they would be able to keep rolling. - On a statement, I would imagine that the customer would like to see all activity not just what is owed - Statement should be from start date to end date plus carry old outstanding items and show aging. Just totals. - Sketch in notebook: previous balance, new charges/invoices, payments made, new balance, amount due, due date, finance amount, first line will be previous balance |