Payment type buttons on Invoice payment
We have an issue when taking payments for invoices. If our techs are in a hurry, they sometimes miss the payment type drop-down. And it never fails, someone will make a mistake.
Since we sync to Quickbooks (and it the sync happens quick) we have huge issues when it comes time to do a deposit. We then have to dig through invoices and TRY to figure out what transaction is hosed up. Then we can fix it in RS but it doesn't automatically fix it in QB, so we then have to fix that one. On a bad week, it takes me an hour or more to do a deposit.
Our techs all say if there were buttons instead of the drop-down for payment type when they're taking a payment for a ticket/invoice they would be less likely to make a screw-up.
NMac
shared this idea
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Douglas Bradshaw
commented
This can be a problem for us as well. I would not only like buttons rather than drop down, but also I don't want a default one, but require for one to be selected before posting.