Creating invoices from the Customers or Suppliers tabs
We know that managing cash flow is essential for any business. A big part of that means keeping the customer and supplier invoices up to date.
So, to help, we’ve released an update which makes the invoicing process in Pandle even easier. Pandle users can now create a new invoice which is populated with the correct information, right from the ‘Customers’ and ‘Suppliers’ tabs. Good news all round!
To use the new feature, open the ‘Enter Transactions’ tab to view the ‘Customers’, ‘Banking’, and ‘Suppliers’ tabs.
To create a new customer invoice, view the ‘Customers’ tab, and click the ‘create new invoice’ button next to the name of the customer. A new tab will open with that customer’s details populated, as well as the defaults for that customer, such as the category and unit type.
To create a new supplier invoice it’s a similar process. View the ‘Suppliers’ tab, and hit the ‘create new invoice’ button next to the name of the supplier. The new tab will open up with the Supplier’s details and any defaults already entered, ready to go!
It means less chance of creating an invoice for the wrong customer or supplier, or of entering the wrong information, which can cause all sorts of weird and wonderful errors. Here at Pandle, we like to try and reduce those.
Allocating invoice payments
Sometimes in life even the best made plans don’t go quite to, well, plan. This is true in bookkeeping, too.
Ideally invoices will always be created for customers and suppliers before any payments take place, but this doesn’t always happen. Eager customers sometimes pay as soon as they have a quote, and there are suppliers who ask for payment at the point of placing the order.
This can mean that by the time the invoice is created, the payment has already been processed and the invoice date ends up being later than the payment date.
Because allocating a payment against the wrong invoice can cause all sorts of problems, we previously prevented payments from being allocated against an invoice in Pandle if the invoice date was later than the payment date. This was the case for both customer and supplier invoices.
But we get that real life doesn’t always go in the right order and, because here at Pandle we think bookkeeping should be as easy to manage as possible, we’ve lifted the restriction after listening to feedback from our users.
Now, users can allocate payments exactly where they need to go, and instead will simply get a warning message if the invoice date is later than the payment date, prompting them to check that this is the correct invoice.
So, there you have it! Just some more refreshingly simple updates from Pandle for faster, more accurate, bookkeeping.
We always listen to feedback, and we’d love to hear yours! Speak to one of our friendly advisors today, or email firstname.lastname@example.org.