LINK Customer Purchases and Payment Payout to Customer Detail Page and Tickets
We almost always reference the Customer Detail page before making any ticket/invoice/payment to verify there is nothing old that needs to be completed. The Customer Detail page contains all related data of every person in our database, so it's generally our most visited page for each customer. The only thing missing from this record of customer purchases and the payouts for said purchases.
Please add a Customer Purchases section to the Custom Detail page, and link any equipment purchases and the record of payment payout. We want to know how much money we're billed AND paid out to every customer, and to see all details of all work done related to that customer.
Currently, in order to have this work the way we need it to, we end up having to make invoices for negative dollar amounts to track purchases and payouts. The Customer Purchases module does all of this perfectly, but doesn't report the records anywhere to reference when looking at the customer's profile.
Ryan (CTO, Pinellas Computers)
shared this idea
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Ryan (CTO, Pinellas Computers)
commented
There is also no linked record of the payment payout of Customer Purchases in the /payments list. Payments to and from customers should show on the Customer Detail page :)