Create 'Tax Invoice' for pre-payment

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  • Updated 3 years ago

We would love a way of creating an 'Invoice' not a quotation when either 3rd party billers or individuals want to prepay for services or programs. Currently it seems you can create a quote and then process items from the quote, however specifically our 3 party billers need a tax invoice to pay on. So in order to do this we've had to 'Bill' to create the invoice, which means that all of the future visits are visible to the supplier on the invoice, but it also means that the visits also appear in that days shift transactions, which we don't want.

So all we need is to be able to create the invoice with the items and not have to attribute dates to them and then when payment comes in be able to 'credit' the account and draw down on it like you do in the unallocated funds area.

Hope you can help

thanks
Teresa

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Teresa O'Donnell

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Posted 3 years ago

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