Streamlined process for Remittances
29th March 2010
Published in: Updates
As part of our recent improvement to Credit Notes, we needed to look at how we handle Remittances and how you tick of invoices (and now credit notes) as having been paid or closed.
Altogether, we found 3 confusing areas which we believe have been addressed with this update.
Firstly, to create a remittance and close an invoice, you had to go to the Billing section and click Invoices to see all the open ones. While this does make sense, there's a good chance you've a remittance advice slip in front of you, so clicking Remittances in the navigation seems just as reasonable but took you to a dead end!
Secondly, Moobiz displayed a warning if you accidentally tried to close multiple invoices for different customers in one remittance. Problem was this was at the top of the page and if you had a lot of open invoices, you couldn't see the warning and nothing happened.
Lastly, an alternative way to create a remittance is to view the invoice and click the 'Close invoice' button. Previously though, this wouldn't let you tick off other invoices in the same remittance so there was the potential to get in a mess.
Making it easier
With this update, to create a Remittance just head to the Billing section and click Remittances where you can quickly add one by first picking the paying customer.
This immediately lists all the invoices & credit notes they have open so you can tick the ones to include. Invoices from other customers don't get in the way and the possibility of a hidden warning message is gone.
If you're viewing an invoice and click the 'Close invoice' button, you now go to the same Create Remittance form with the invoice pre-ticked. You can then easily include other invoices.
Altogether, it's quite a big change but we hope you agree the end result is much more consistent experience.
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