Discuss new features you would like to see in the Payments, Billing or Invoicing modules of MyIT CRM


Postby rwslippey » March 31st, 2012, 7:13 am

Not sure if this is a feature request or something already able to do but I have customers that will make deposits on work that I'll do in the future, example being I charged a simple job yesterday for 30 dollars and this is someone I work with often, he gave me 100. Is their a way that I can track that his account has a balance of 70 dollars for future use?


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Re: Deposits

Postby GlenV » April 9th, 2012, 1:22 pm

Unfortunately, keeping track of over payments or in advance payments is currently note handled in myitcrm1.

MyITCRM2 will have this feature/ability to keep track of clients account balances and will automatically include the balance as a starting point for when invoices are created.
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