Remove the Duplicate reference to "Payment Method" in [Change Invoice Details]
We've had some confusion when trying to edit payment history for Invoices, in regards to the payment method used. If a payment is entered incorrectly (like we say they paid in cash, but they actually paid by check) certain users have the ability to go back and fix that entry. The problem is that there are two ways to adjust payment details:
You can click on the payment date link on an invoice, which brings you to the /payments/ page, then click the "Edit" button and then change the drop-down called "Payment Method".
You can click on the "Change' button next to Invoice Details, which brings you to the Editing Invoice page, where you can edit the "Payment Method" and Ref/Check Number fields.
This is problematic because these two payment methods are completely independent from one another. Meaning if you change one of them, the other does not change to reflect the edit. The correct way to truly edit the payment (to make a cash drawer and Z-report properly reflect) is to edit the payment using the payment link on the /payments/ page. The invoice details should contain a reference to this payment, but not the ability to edit it from the invoice.
This is a bug. Please fix it :)
Ryan (Power User JP, RepairShopr)
shared this idea
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Ryan (CTO, Pinellas Computers)
commented
Basically stated, please remove 'payment details' from the 'Editing Invoice' Screen