Make Payment Schedules Editable
complete
A
Alejandro Rojas Suarez
Once a payment schedule is set, you cannot edit the dates/amounts for each payment. More critically, you cannot even record manual payments that differ from the payment schedule. This is extremely inconvenient, as it is not flexible whatsoever. Any small change to the invoice means AN ENTIRE NEW invoice needs to be created.
This seems like a simple fix. As in my screenshot, there is a textbox to input payment amounts, which is not editable.
Log In
S
Sales & Marketing
complete
This was released with the editing on partially paid invoices
A
Adrian King
One of our clients needs this desperately.
They love the new invoice editor and estimates. However, 8 out of 10 of their invoices need to be edited multiple times after the deposit (partial payment) has been made.
This is because they are an equipment hire company and the order frequently changes 2-3 times after the initial deposit has been paid.
They need to be able to update and resend the invoice multiple times after a partial payment has been made.
This needs to include the option to edit the products, qty, pricing on the invoice (including adding and removing products to/form the invoice).
Please do add this feature - they will be super happy. Without it, they won't be able to use GHL for invoices.
Thank you!
N
NEW YORK MUSIC CENTER
Totally true, it is such basic thing that should be possible. It is creating so much inconvenience in our business.