Bulk payment and bulk ticket resolving
My scenario:
Client pays monthly but after reviewing all invoices. I normally receive the payment after new invoices have been created for the next month, so I can not use the "Make $xx.xx Payment" link. At this time I have to manually open each invoice and put in the same date and PayPal Transaction ID number.
I end up missing the close ticket screen, perhaps I am clicking the incorrect payment button. I then have to go back and mark "paid" to all invoices and make "resolve" on all tickets.
Client also expects us to generate a statement for the previous month, which I have to do manually.
In QB I was able to accept payment and it would automatically apply to oldest open invoice, which had boxes with checkmarks in case you needed to uncheck the automatic choices.
Also the ability to have check boxes by the tickets to change all those ticked to "resolve" would be handy also.
Again, if there is a better way that exists in RepairShopr for these things, please let me know!
This is live! You can apply payments to multiple invoices and are now prompted to close to all related tickets.
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Chuckles (Instigator, RS User) commented
This would be super handy! It would also be super handy to be able to assign multiple tickets to another staff member. It's very time consuming to have to manually open each ticket and then assign it to someone else.