Payments - Update Balance on Proposal When Payment Made | Feature Requests

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

Kirk Chisholm

marked this post as

under review

Kirk Chisholm

marked this post as

in progress

Kirk Chisholm

Merged in a post:

Payment

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.

January 13, 2022

Thomas Segner

Definitely need a way to post a manual payment to a Proposal and send out a receipt