Block order processing, overdues and credit note suggestions

[mikey-harvey]

Hello,

I hope all is well.

Got a few suggestions around overdues and credit notes. Will dot point below.

• Streamline block order processing and remove providing a reason as mandatory or alternatively a default reason setup in settings. Possibly even remove the tick box and just a pop-up to say block order processing or close or similar.

• Similar to above when unblocking order processing within customer page, could be made to be quicker and just clicking a cross (or button) to remove rather than a pop-up, etc. Or keeping the pop-up but removing the tick box or similar.

• Within Aged/Overdue debtors report show whether a customer has been blocked for order processing. I know you can use filters and saved configured lists to see this, but could be a way to integrate into the report and have a button to quickly block and unblock order processing.

• Within overdue reminders ability to exempt specific customers so they don’t receive reminders. This is typical within accounting software, for instance Xero. We recently changed to Breww for our overdue reminders as emails are getting out of date in Xero and it would be a huge help having exemptions. Currently we have some large group customers as paying by DD (even though they don’t) to get around this.

• Allocating credit notes pop-up - expanding to have amount available listed as currently if working on a small screen like a laptop the amount could be obstructed so you are having to remember, copy and paste, zoom out or reposition your screen.

• Expanding on above, it is handy seeing if available invoices are indeed ‘invoices’ or ‘orders’ for the purposes of direct debits. It would be great to have due dates listed as well. For instance in most cases we don’t apply credit notes until a customer has utilised in their payments, however in cases of direct debits we need to initiate the allocation and due dates matter as want to avoid applying against an invoice that has been submitted for payment as effectively too late and will just end up removing the allocation.

Thank you for your time.

Mikey

[luke]

Hey Mikey. Thanks for the great suggestions These all sound like great improvements, but unfortunately, lots of suggestions (even if somewhat related) in one thread don’t really work with the voting process or our workflow for processing feature requests. Would you mind splitting these up into individual threads? More on why can be seen at I’ve got lots of ideas. Shall I post one big request?

• I think the first two can be in a single request as they are closely enough related.
• For the invoice reminder exclusions (4th point), we already have Invoice Reminder Exclusions.

I’m sorry to be a pain; we do appreciate the suggestions, and I don’t want this to come over like we don’t, but I do need to ensure we can process these effectively for you. Cheers!