It would be helpful to have the option to include the associated invoice numbers with all payments in the description field or better yet a new dedicated field. Currently, after you enter a payment, the invoice number is missing from just about every view showing payments. It's not shown on receipts, in the payment tracker window, in the payment list within a project or on the main project page. This is a rather important piece of information that should shown whenever a payment is listed somewhere.
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4 comments
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Rob Sherrard - Imageer Greg, if you record payments by clicking on the Payment tab from the Edit Invoice window, then the payment is tagged with the Invoice Number automatically, and subsequently will display in Receipt, Payment Tracker, etc. However, if you record the payment by clicking on Payment from the top of any other window, the payment is applied to the Project Name or the Client Name. When I use those last two entry points I edit the Description to specify the Invoice numbers I've checked off in the box below, so that the Invoice Number always appears in the Payment Description.
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Greg Guarnaccia Thanks as always Rob for you response! This is good to know. Unfortunately it creates the same issue as you then have just the invoice number listed but no project name. We really need both to show for it to be truly meaningful information. I think the easy fix is for the description field to automatically be filled with both the project name and invoice number(s). The better solution would be to add a new filed for the invoice numbers and display them together anywhere you are viewing a payment.
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Mark Kermode I strongly agree with Greg. When I issue an automated monthly invoice for maintenance, for instance, the invoice number is generated automatically - but then not shown on the receipt PDF. I have to type the Client/Project/Invoice Number in the Subject field of the email, which, as someone in a movie once said, is sub-optimal.
It seems such an obvious omission that I thought I must be doing something wrong!
Cheers,
Mark. -
Oranged Support We've added a PaymentInvoicesAppliedToIDs variable for the payment receipt template and for the payment data rows. This will be included in 12.5.6.
We've also added this to the payment tracker window as a new column.
Also, if you create a custom summary of payments, you can already click the Fields column and enable the Associated Invoices field there as well.
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