Manually change invoices to paid
I love using the invoice feature in Clover; however, some customers send a check in the mail or send payment via another method, and I can't currently mark the invoice as paid. That presents a problem. I'd like to have accurate reporting, but I'm instead going to have to mark the invoices as cancelled when they actually have been paid. Please create an option to manually mark invoices as paid. It would also be great to denote which invoices have been manually marked, providing an option for me to record how the invoice was paid, versus invoices that were paid electronically via the clover Invoice method and thus automatically marked paid. Thank you. --Kyle D.
Kyle Davey
shared this idea
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Jeannette Kelbaugh
commented
Some customers are paying on a payment plan. it would be great if you can keep a running total of their amount owed. Everything mentioned here requires some form of manual or duplicate tracking. The current process is not convenient, causes erroneous overdue notices to occur and doesn't aid in keeping accurate books.
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Jeannette Kelbaugh
commented
The invoice screen does not allow you to mark an invoice paid or track a balance, if the customer optied to pay cash, check or make partial payments. Your service is marketed to other types of businesses besides retail. As a business owner tracking payments and invoices is vitally important to customer service and having solid bookkeeping. Being unable to use the "take a payment" feature and entering the customer name to mark an outstanding invoice paid is very inconvenient. I'm required to manually track these transactions in another platform.
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Christopher Simpson commented
I have the exact same problem....however, what is crazy is that I can go to my Flex handheld device and pull up the unpaid invoice and it gives me the option to add payment and therefore adding it to my revenue...however, it doesn't update the invoice list on the dashboard?? After doing that, I have to go in and cancel the original invoice so it doesn't continue to show unpaid!!
Also, another major problem with the invoices section....you can't send an invoice to 2 different email address...even though there are 2 email addresses in the customer profile...it will only send the invoice to the first email address...and I need it to send the invoice to both email addresses?? Seems like an easy fix for a decent programmer.... -
Antwan Thomas commented
We just need a way to mark an invoice paid so our credit card payment reports, and invoices, match our actual income. Right now, I have to void all invoices that are paid by phone so they don't show as "open." That should be a no-brainer.
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Vicki
commented
Need the ability to assocate a payment made not using the link inside the Invoice. Currently, the only way to clear the invoice that has been paid by other means is to just cancel the invoice instead of mark it as paid.
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judy
commented
if invoice is paid over phone or another method, the merchant would like to mark invoice as paid