Search Again: Re: suggestions From: Shawn Hogan Date: Thursday, June 18, 1998 Time: 12:23:59 am Interactive Online wrote: >As I have been inputting our clients, I did notice some things that might >make it a little more helpful. > >1) On the screen in which you can edit the RECEIPT, maybe it would be >possible to add the variable <Expiration Date> The one used for the >expiration date of the account. It is nice to send a receipt referring >to a period of time it will cover. The payment date (which you can include) >only tells the date the charges where made, or when the check was received. >It would be nice if the receipt did show when the account is covered till. Done. >2) When you are bringing up an account from the PENDING ACCOUNTS menu, it >would be nice if there was a button to view the open invoices. If you hit cancel from the pending account list, your 'found set' will be the pending accounts. Hit the Invoices button and you can scroll through the accounts (with invoices). >3) From the MAIN SCREEN if you click Received Payments (the piggy bank) it >will take you to a screen that you can enter the payment. It would be cool >if the LOGIN field was a drop down box, filled with all the user logins. >And once you selected it, the values for "Amount Paid" defaulted to the >amount owed. Also, if the customer had a credit card on file it would (by >default) enter that info into the "Received Receipts" screen. Mmmmmm... nah... it would be faster to type in a login than to look for it in a drop-down box when you get a bunch of accounts. So, I don't think that one is going to happen. >4) Now this one might already be possible but I'm not sure..... When >you POST QUEUED PAYMENTS, you can select to have a receipt automatically >emailed to the customer. Added it. - Shawn ------------------------------- Shawn D. Hogan President, Data Point Solutions http://www.data-point.com (619) 452-3696 ICQ: 8319647

Messages In This Thread: suggestions by Dave Tanguay on Jun 17, 1998 at 11:49:39 pm suggestions by Dave Tanguay on Jun 17, 1998 at 11:49:39 pm Re: suggestions by Shawn Hogan on Jun 18, 1998 at 12:23:59 am Re: suggestions by Dave Tanguay on Jun 18, 1998 at 12:33:54 am Re: suggestions by Shawn Hogan on Jun 18, 1998 at 12:40:07 am Re: suggestions by Lee Kuo on Jun 18, 1998 at 10:03:21 am Re: suggestions by Shawn Hogan on Jun 18, 1998 at 10:14:40 am Suggestions by Grant Deason on Oct 19, 1998 at 8:52:11 am Re: Suggestions by Shawn Hogan on Oct 19, 1998 at 10:14:39 am Re: Suggestions by Grant Deason on Oct 19, 1998 at 10:27:24 am Re: Suggestions by Shawn Hogan on Oct 19, 1998 at 10:37:56 am Suggestions by Mark V. Busnelli on Dec 2, 1998 at 10:29:50 pm Re: Suggestions by Shawn Hogan on Dec 2, 1998 at 10:41:57 pm Re: Suggestions by Mark V. Busnelli on Dec 3, 1998 at 11:02:57 am Re: Suggestions by Shawn Hogan on Dec 3, 1998 at 11:09:56 am Re: Suggestions by Mark V. Busnelli on Dec 3, 1998 at 1:18:47 pm Suggestions by Mark V. Busnelli on Jan 13, 1999 at 9:55:27 pm Re: Suggestions by Shawn Hogan on Jan 13, 1999 at 10:36:24 pm Re: Suggestions by Mark V. Busnelli on Jan 13, 1999 at 11:07:03 pm Re: Suggestions by Shawn Hogan on Jan 13, 1999 at 11:46:03 pm Re: Suggestions by Mark V. Busnelli on Jan 14, 1999 at 10:58:56 am Re: Suggestions by Shawn Hogan on Jan 14, 1999 at 11:31:39 am Re: Suggestions by Mark V. Busnelli on Jan 14, 1999 at 11:36:35 am