Modify Payments

F1forPotato

Could the ability to modify payments be added?

Use case: Occasionally, I mark an invoice paid and accidentally select the wrong deposit account.

Not a big deal to delete the payment and re-do, the problem I am looking to solve is that this method sends a second email saying the invoice is paid. This, for the customer, is somewhat confusing.

I would be open to a different solution if anyone has a better idea. Another option I thought about is a box to check when adding a payment that prevents an email being sent.

johnny

I think it might make sense to modify some aspects of a payment especially accounts Payment Type and Reference

Although we setup a default income account so the default is always selected but doesnt work if you have multiple income accounts.

There s an option with Email Receipt that you could just uncheck when adding another payment in the meantime.

F1forPotato

Thank you, I didn't really realize there was the checkbox for send email there. Honestly that's enough for me on this one issue. I still think it may be a good idea as you said to be able to modify payment type and reference info