The ability to enter negative lines on sales item invoices would be extremely helpful. We require customers to pay deposits in advance before we raise the final invoice. We then need to show deposits paid being deducted from the invoice to show the final balance due.
Our school is extremely frustrated by the noticeable lack of progress on feature requests within this portal. Many highly requested enhancements have remained unaddressed for years, despite ongoing demand from users. This prolonged lack of development has led to growing dissatisfaction and concerns about whether customer feedback is being adequately considered in the product roadmap.
If other users share these concerns and would be interested in establishing an independent forum to discuss common issues, priorities, and collective engagement with the provider, please feel free to contact me directly at d.moss@hamptonschool.org.uk.
Is there any update as to whether this feature is going to be developed?
Often we would like to apply a discount and charge it to a separate GL account. In the current item invoices, the discount has to go to the same GL code as the item the discount applies to.
Negative lines in batch invoices would be useful too, to net off deposits, or apply discounts.
It is really strange that when iSAMs Fee Billing invoices transfer to iFinance, a separate credit note is created for negative invoice lines. The invoices should mirror each other in both systems. It makes customer statements unnecessarily confusing. Any sales invoice transaction import suffers the same problem, with negative values having to be created as a separate credit note.
Allowing negative lines on sales invoices is a normal function of most accounting systems. As long as the invoice total can't be negative (debit balance), it should be allowed.