When there is more than one open invoice

[digitalpoint]

Our accounting staff would like for Optigold to close one of the open invoices when two or more invoices are open and a customer makes a partial payment. Their thinking is that the customer is late sending in their payment for the oldest invoice.

Shawn – is this doable?

What do others think?
It's automatic, as long as you are posting payments with the Receive Payments button on the main menu.

[mcolvin]

It's automatic, as long as you are posting payments with the Receive Payments button on the main menu.

You know..I just had our Tech Support Manager point out the same thing...Our techs are posting payments from within the account, not via "Receive Payments", which our bookkeeper uses...

Is there anyway for the automatic closure to apply to the payment postings within the accounts also? Or maybe have an Autotask that will clean up after the fact?


Mike

[digitalpoint]

No, sorry there isn't... because they are done two different ways, it makes it not possible from the customer's Payments screen.

[mcolvin]

No, sorry there isn't... because they are done two different ways, it makes it not possible from the customer's Payments screen.

Ok, Oh Master of the Universe. :) BTW, I resent my "Peon" status. :D

[digitalpoint]

Well, pretty much everything is going to be looked at during the redevelopment for FileMaker 7.

[mcolvin]

Well, pretty much everything is going to be looked at during the redevelopment for FileMaker 7.

Including my "Peon" status? :) Cool...Can't wait...Been kind of bored with optigold lately. No new toys. :p

[digitalpoint]

Peon status goes away on it's own. :) Check it here.

[mcolvin]

Peon status goes away on it's own. :) Check it here.

Damn...No credit for previous posts on the mailing list? :)

Grunt doesn't sound too bad...I could live with that.

Mike