Receiving Payments - Ability to Edit Payment Value
in progress
J
Jide ILawole
Use Case:
I have proposal with 4 payment schedules -(Payment 1 though 4).
Payment 1 is 100% of parts totaling $11,050.52
I marked the proposal accepted and created a payment request for Payment 1 in the amount of $11,050.52.
Client sends in a physical check in the amount of $11,000.00 even.
I go back into the Portal and attempt to apply the "actual" payment received.
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Issue: I am unable to "edit" the payment amount in the "Receive payment" window.
instead, per support chat, I have to back out of that Windows and Edit the previous Payment Request to match the "Actual payment" sent in by the client.
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Request: We need this enhanced to allow us to record the actual payment received by against every payment request without having to "CHANGE" the original amount requested.
Adding an "Amount Received" field" for each payment request would be very helpful here, that way the Payment 1 in my case would reflect "Amount Requested" of $11,050.52 and "Amount Received of $11,000.00.
Payment 1 would therefore have a Balance of $50.52.
Kirk Chisholm
in progress
We're going to start on this and should have it done in May.
Kirk Chisholm
Merged in a post:
Need to be able to adjust payment amount when check received does not match payment request amount
R
Ronald Scott
we have had some clients that pay less then the payment request amount sent to them. It would be easier if we could adjust the payment amount to what we received and then be able to send a payment request for the balance due.
Kirk Chisholm
Merged in a post:
Receive Partial Payments
R
Rebecca Amos
It would be nice if you could record a partial payment by changing the amount received when you record a payment made from somewhere other than Portal.