User Support Forum

Hi,

I have a few suggestions for the a/c receivable module. I think that the following is needed or if they exist please provide help:

1. There should be a way to delete an item on the invoice without deleting the full invoice and redoing it. It appears you can only delete the total invoice and not an item on it.

2. There should be a Quantity column on the invoice to reflect multiple purchases of an item, instead of listing it repeatedly.

3. There shoud be an invoice report available that shows the original invoice and the payments to it. The account statement only lists the invoice number and it's dollar total with subsequent credit memo's or payments. However, you have to give people their invoice and account statement to properly track their payments. Although, the account statement refers to the invoice and it's dollar total, it doesn't give the contents of the invoice or the items that make up the invoice. An invoice statement that shows the original invoice along with payments or credit memo's applied to it would be beneficial.

4. An inventory system or feature should be added, so you can keep track of your books or tapes in stock in sync with your sales. This will help the church with reordering and tracking sales of a particular item.


Any help, comments or tips would be appreciated

Regarding #1, all you need to do is highlight the text on the fields on the line you want to delete and then hit the delete key to delete the text. Once the text on the entire line is deleted re-save the invoice. You cannot leave the the dollar amount field blank--you will need to put 0.00 in it.

Regarding #2, the PC+ A/R module was designed to create billings for services, not inventory sales. To my knowledge, most churches are not in the business of selling inventory so I'm not sure addition of an inventory capability would be beneficial to most PC+ users.

Regarding #3, I fully agree. Perhaps this is a new report that PC+ can include in a future upgrade.

Regarding #4, once again PC+ was not designed to keep track of inventory receipts and sales. It is just a cash basis accounting system. Sounds like you may need a more robust accounting software than PC+--something like what a retail store might use--to keep track of your inventory receipts and sales.

Thx Matt.

Appreciate your insight.

melloby