Shortcut for received payments

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Permanently deleted user

• May 28, 2010 13:58

I would like to see a shortcut to enter received payments rather than the number of steps now required.

 

Apr 03, 2008 3:16pm

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  Permanently deleted user

  • May 28, 2010 13:58

  By: Randy C Shearer on Jul 28, 2008 3:02pm

  I want to see a list of invoices that are unpaid, sorted by invoice number or date, and show the full invoice dollar amount. From this list I would like to just pick an invoice and mark it as "paid".

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  Permanently deleted user

  • May 28, 2010 13:58

  By: Scott D Bakeeff on Sep 11, 2008 4:24pm

  I was about to suggest this, but I can explain atleast where I want it. Under Project Database/View Project add an icon to go straight to Client Management/Accounting so I can easily receive payment.

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  Kristin O'Neill

  • May 28, 2010 13:59

  You can go to Payments on the top of your screen from any page.

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  Permanently deleted user

  • May 28, 2010 16:21

  Posted by: Natalie Alane on Sep 15, 2008 5nt's accounting info from the "view case" window to at least eliminate the multiple steps. 

  Posted by: Natalie Alane on Sep 15, 2008 5:18pm

         I'd love to be able to record a client payment while I'm working in that client's time/notes case file.  It is somewhat cumbersome to have to return to the dashboard,   click on "client management," find the client, and enter the payment.Another idea would be to add a button that would take one directly to the client's accounting info from the "view case" window to at least eliminate the multiple steps. 

  Thanks!

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  Randall A. Juip

  • February 29, 2012 22:59

  Even better would be if they added a "Save and Duplicate" button in the receive payments window for situations where you have to repeatedly enter payment information on the same file, same invoice, etc... I've added that feature request, vote for it here:  https://bill4time.zendesk.com/entries/21082077-add-a-save-and-duplicate-button-in-the-receive-payment-window

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  Rossford

  • October 11, 2016 19:35

  With the new update, if you are already in the matter you want to post a payment for or you go into the accounting tab and select the invoice from there, you have to still select the matter again.  Is there a way for this to be changed that if you're already in that matter or select that invoice, you can have that carry over to the receive payment option?

   

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