MIP Ideas Portal

AR Customer Balance Module - Ability to add notes/comments

It would nice to have the option to add notes or comments to a specific invoice that has been processed through AR. I am visualizing this option to be through the Customer Balance Module (Related Task>Customer Balances).   For instance, when contacting or notifying a customer regarding their past due invoice, it would be nice to add notes of the conversations to this portion of the module. I understand that we can add notes to the customer account through Maintain>AR>Customers, but I would like to be able to do it when I am viewing the invoice through the Customer Balance Module.

  • Stephanie Shipley
  • May 31 2017
  • Attach files
  • Christina Rosales commented
    29 May 01:00pm

    Our article can help you choose the best sociology essay question or several of them to help you write your essay. The suggestions provided in this post will hopefully help you to cope with your assignment better and sooner.

  • tyron woodley commented
    22 Apr 02:37pm

    Many people try to open screen in window 10,so that is very simple and easy idea to find solve this issue log screen windows 10 finally get the one of simple method and i hope you easy to understand,

  • Martin Stone commented
    22 May, 2019 12:55pm

    QuickBooks gives an approach to include notes and comments about clients and explicit solicitations. Amid an inside review or routine record-keeping, I need a resume these notes can mean the contrast between improving your income toward the dark and proceeding to keep running in the red. Leaving notes about clients with explicit demands and how those solicitations were satisfied can likewise help spare time if a client has inquiries regarding a specific installment later on.