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Billing Worksheet - recording payments


#1

The Billing Worksheet locks after printing, which is fine. However, I think it would be nice if the
"Paid" and “Method of Payment” were not locked. That way, we could record payment once it comes in.


#2

I agree, As this is my first year with Tax Cycle, I am tweaking my billing schedule as I go and when I go in to record a payment, I have to make note of the invoice before I unlock it to record the payment and then “fix” it as well. Either that or have it so the workflow page when marked paid is carried to the billing page.


#3

I still would like the billing page to be more flexible. It would be nice to keep the billing date, and be able to enter a payment.