AgExpert Accounting Ideas

Add customer number on the Invoices and Statements

As a user, I would like to be able to configure a customer number on the customer profile. That information should pull on to the invoices and statements

  • Pierre-Olivier Roy
  • Feb 26 2020
  • Planned
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  • Admin
    Pierre-Olivier Roy commented
    26 Feb 21:57

    Message from customer : We deal with probably 150 seed customers every spring, and quite a few throughout the year. Trickeist thing for us is collection. Credit Union will add us as a Payee if we use customer ID numbers on each customer. They won’t let us be set up as a payee without an ID number so that’s our holdup to want to use the AGexpert feauture on invoices. We are planning to have an iPad and spot for people to login and pay as they’re here or at least when they get home. For some reason sending a cheque is pretty tough to do with some!