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Payments - Update Balance on Proposal When Payment Made
under review
Adam Goodman
It would be nice if the payment automatically were deducted from the accepted proposal and sent out client receipt to reflect remaining balance
October 29, 2020
Kirk Chisholm
marked this post as
under review
·
December 19, 2023
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Kirk Chisholm
marked this post as
in progress
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January 18, 2022
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Kirk Chisholm
Merged in a post:
Payment
R
Raul Rivera
Be able to mark payments and within a proposal and have them reflected in the balance due then be able to create the invoice showing this info.
October 12, 2021
January 13, 2022
T
Thomas Segner
Definitely need a way to post a manual payment to a Proposal and send out a receipt
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December 13, 2021
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