Receive Payment default to charge

2 votes

Make the Receive Payment screen default to the Charge option instead of the cash option.

Under consideration Suggested by: Jana (04 Nov, '19) • Upvoted: 06 Feb, '23 • Comments: 1

Comments: 1

06 Feb, '23
Debra Wolsey
Users sometimes forget to select the process payment tab instead of cash receipt and are creating keyed payment entries instead of processing a credit card or ACH transactions. 99.99% of the time my users are processing payments not creating cash receipts. Please default the page layout to the process payments tab. This will reduce the number of support tickets to Invoiced.com system administrators to fix user errors and remove one click in the process steps for users each time receive a payment.