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Payments: Improve prepayment workflow and display in the Financial Activity (entering, applying, deleting, etc.) and reports

Would like an improved workflow for entering, applying, deleting, and displaying prepayments in the client financial record and reports.

  • Guest
  • Oct 24 2018
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  • Guest commented
    October 26, 2023 20:07

    I want it to be easier to track the movement of money. There should only be a single line for each transaction! I also want to be able to see this information on a statement. A statement that only has the remaining balance is unhelpful in most situations. I want to be able to show all transactions for a stated amount of time. I want to be able to see quickly what has come in and what has gone out and when. I should should also be able to share that information with a client without causing them more confusion or having to print out multiple invoices.

  • Guest commented
    December 29, 2022 20:25

    It also clutters up the Financial Activity page when all pre-payments are displayed three times. There should be a way to put all the information onto one pre-payment invoice.