Undo Payment from the Job

Completed

Alice

• May 28, 2015 18:17

We would love to be able to undo the payment from the call itself (like you can with take payment) instead of having to go through the accounting back end. Would this be possible? ie have an undo payment button beside the take payment one.

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  Aleksandar Petkovic

  • June 23, 2015 15:54

  Thanks Alice, this is another good idea! We might be able to do this on the "Receipts" tab in job edit. There are some concerns we'll need to work around. For instance, I think it should be restricted to payments applied entirely to one job. It would be too confusing to allow backing out a single payment applied to multiple jobs from that screen. It's really an issue of context. When you are on the job edit screen, you expect to preform actions that will only affect the job you have open, not other jobs.

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  Alice

  • June 23, 2015 16:10

  I agree! Definitely needs to be restricted to payments applied entirely to one job (which for us is 99.9% of the case, not sure about other companies though). Unfortunately when our guys make a mistake right now it's quite time consuming to back it all out.

   

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