Changelog
← Back to all posts

Provide a date when applying a manual payment against invoice

When a manual/offline payment is to be applied, provide the ability to enter a date when the payment was made. Currently this cannot be done and the date when the staff member applies this payment is the date it is recorded when it was received, which can be incorrect.

Feature Request
Add a date field for the manual/offline payment option
How Would You Use This in Upmind?
When entering a manual/offline payment, which for me is majority of my clients pay via bank transfer
What problem does this solve for you?
Correctly identifies when the payment was made.
Impact of not having this feature
Dates of manual payments are incorrect, and can lead to incorrect reporting (ie if payment was made towards the end of the month, but it wasn't manually entered until the start of the next month). The reporting will show income in the incorrect month.

Please authenticate to join the conversation.

Upvoters
Status

Suggested

Board

Billing and Invoicing

Date

12 days ago

Author

Jamie

Subscribe to post

Get notified by email when there are changes.