Ideas for SalesPad Desktop

Create credit card payment procedure should create, not edit an existing payment

When following the procedure to create a manual payment described here:


If the customer has previously made a credit card deposit, the default behaviour is to put you into the existing deposit when you click the payment link in the Sales Document.  This can lead to payment information being incorrectly overwritten resulting in being out of balance with the general ledger which still has the original information, and possibly with irate customers who receive bills for payments they've already made.   Instead, the default behavior should be to create a new payment; editing an existing payment should require clicking a button at minimum.  (It probably should require specific permissions to do so for security reasons.)




  • Don Felix
  • Jan 29 2020
  • Attach files