"sales order" online payment
Allow customers to prepay a sales order via an online "pay now" button linked to an email template, similar to what's available now with an invoice.
Our customers will not take the time to log on to the portal and so the only way we can automate the payment process is to send them an invoice, even though we may not have yet shipped the order. All our product is custom made-to-order, so there is always a 2-3 week "wait" from the date the order is placed and the date the order is shipped. It's sloppy bookkeeping to have sales aging in the AR when the product has not even shipped yet.
Paul Van Anda commented
This is a basic feature that has been offered in QuickBooks Enterprise for years and years! The bookkeeping/general ledger side of things is fairly straight forward. As it stands now with Zoho, you can't even update the invoice date after the payment has been made. I guess Zoho deems that a payment can not be made earlier than an invoice. This is just not reality. The payment should be booked as a liability until the goods are shipped and the invoice should be dated on the shipment date. I agree...at this point it's sloppy bookkeeping. If someone at Zoho would like to contact us about how QB Enterprise always booked these transactions, we are more than willing to help this along. It would be a huge step forward for what seems to be something quite simple.
Yes this will save the headache of reconciliation of bank payments. Many a times order placed by wife is paid by husband or by friend. It becomes difficult to reconcile without talking to customers.
Abhijeet Khatri commented
Same here. We also manufacture custom products and work on 100% advanced payment. Wish to have option for customer to pay amount via link on sales order / proforma invoice like one available on Invoice. The final invoice is generated only after products are manufactured and ready to ship.
Payment link on sales order / proforma invoice is better and faster choice as its not convenient to offer portal access to one time customer. Retainer invoice method is also not suitable in this case.
Badly need this feature of payment link in sales order.
Also I will add to make "sales order" offline payments. We do not start producing an order until 50% is paid so we are not using sales order module because we cannot track it. We directly invoice (which is not right)