Projects List Invoices - Balance Due Invoices Only

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4 comments

  • Aaron Horn

    Hey Andy,

    This is typically handled by changing your invoices to a status of Invoice Paid through the workflow options.  It's a bit more technical than that, but that's the simple answer.  For customers with default settings, that will hide them from the default list when you open that table.  The tables in Flex default to hiding "closed" statuses like Invoice Paid.

    p.s. It's possible to have your Invoices automatically change to the Invoice Paid status when you apply payments that equal or are greater than the Balance Due.  Perhaps that's of interest.

    This will probably lead to some follow-up questions.  Reply back, or reach out directly.

    Aaron Horn
    Consultant (endorsed by Flex)
    aaronjhorn@gmail.com
    615.335.1225

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  • Aaron Horn

    Additionally, you can click on the "Balance Due" header at the top, and that will sort by the amount.  Which will gather together all of the invoices with a balance.  Obviously, they won't be in chronological order any longer.

    - Aaron Horn

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  • Andy Egan

    Thanks for your comment Aaron. I'm not really looking for another option and past that those options won't work for what we are trying to do.

    We use Quickbooks exporting so all invoices show as Exported, we could work around that to show "paid" but if partial balances are applied it doesn't help. And at this point I do sort by balance due but I'd rather sort by date prepared and only show invoices that have balances due so I can see my invoices in order of made and see what is oldest verse by the amount of the invoices. That's why I put in a feature request for an option to only show invoices that have a balance. 

    -Andy 

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  • Aaron Horn

    Hey Andy Egan, I failed to notice this was a Flex5 feature request.  Sorry for that.

    But since I think it's an unlikely approval since all of the element tables function similarly, let me give it one last shot.  It seems to me that the following strategy may cover all your bases.

    When receiving enough payments that meet or exceed the balance due (not partial payments), an automatic workflow action triggers that changes the status to a new status of "Paid/Exported" that is set to be a Closed status so that it automatically hides from the default Invoices table.  The workflow action could potentially re-export the invoice and it's associated payments to QB if you need it to.  It seems you're already recording payments in Flex, so I don't believe this adds any new work for the user.

    Thoughts?  You can reach out directly as well if you like.

    Aaron Horn
    Consultant (endorsed by Flex)
    aaronjhorn@gmail.com
    615.335.1225

     

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