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entering check no. in receive payment window

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Patty

21 May, 2011 05:25 PM

Is there any way to enter a cients check number in the receive payment window? This would be helpful. Thanks, Patty

1. Support Staff 1 Posted by Admin on 22 May, 2011 08:28 AM

   

   For payments received, maybe you could use the detail line. You could also try adding a split to the payment, with the amount set to zero. Link it to the same account as you set in account 2 and you could use detail line for the check number.

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2. Admin closed this discussion on 22 May, 2011 08:28 AM.

3. Patty Allen re-opened this discussion on 22 May, 2011 01:24 PM

4. 2 Posted by Patty Allen on 22 May, 2011 01:24 PM

   

   Thanks Mathew,

   I realize I could enter check numbers this way, but this should really have its own field so it automatically shows up on statements. I really shouldn't be an optional entry on the statement. Some people don't get statements or invoices, but later request them and want to know what the check number was. I like having this information in case a client later needs this information.

   As I'm checking out your program/app I have some suggestions.

   I noticed you don't have a Quantity Field in your Sales Entry Window. You have it set up so I need to re-enter multiple quantities of the same item. Very time consuming, not very efficient. Clients don't have the time to wait around while I enter a quantity of 10 into their sales order. This alone is a reason I would have a hard time using your app. It would be nice to have a place to enter all of the items for sale with item numbers and descriptions.

   It would be nice also to have a Customer Details window where you can enter all of your client/customer information in. Name, Address, Telelphone etc. You only allow entering the Customers Name. The address is only entered when sending or printing the Invoice/Statement. Also, when I enter a Clients address in the send field on the Invoice/Statement is doesn't automatically enter their name. I,again, have to enter another piece of information that I think should automatically be there.

   It would be nice to have an individual Report of Clients/Customers sales records. You have it so that the Report brings up all of the Clients/Customers. This is helpful went a Client/Customer wants to submit it to company health plans.

   It would also be nice to be able to set the date format. Tues Jan 22, 2011 etc.

   Just some things I find helpful. I realize you are catering to a wide variety of clients, but these are things I really could use. I really like your apps appearence. It's user fiendly. I'll continue to explore your app, but these things I really find I use a lot in my present program/app.

   Thanks for your time and your talents in developing this app. Patty

   ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

   Patty Allen, LMT, NCTMB, CSYT, RYT
   Allen Therapies
   734 Country Way
   Scituate, MA 02066
   www.allentherapies.com
   [email blocked]

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5. Admin closed this discussion on 23 May, 2011 03:15 PM.