03-17-2023 12:41 PM
Just Curious if there is a way to enable a quick button to the Customer pop Up Screen to apply a payment
Not a " Add Payment Method" Just a " Apply Payment "
This would make our work flow alot easier if this is a current option that i am Just Missing
Thank you for any Feed Back
03-17-2023 01:07 PM - edited 03-17-2023 01:32 PM
I would be in favor of this as well! There are a couple ways around it but there are not any as easy as "Apply Payment" that I know of. One way you can apply payment from the customer screen is to go to an invoice, open it, and apply payment from there, or you can go to the location page first. From there click on the customer and then a Collect/Apply Payment Button appears. I'm not sure why it doesn't on the customer pop up. I would be glad to hear from someone else on this if there is a better way!
If you drop this into ideas and share the link, you will definitely get a vote from me!
03-20-2023 07:21 AM
Thanks Very Much For the Feed Back, I will be adding this to ideas
Thanks again Miranda
03-20-2023 07:24 AM
Not Sure home to share a link to the Idea this was the ID it gave me though
03-20-2023 08:33 AM
03-20-2023 01:04 PM
Awesome Thank You Miranda
03-21-2023 05:26 AM