Payment & Invoice option to backdate
Please can we have payment date back as bank statements reflect payments later so dates are not corresponding
Clients EFT do card payments which only reflect on bank statements later so if the appointment is completed and payment reflects on statement the next day I need to change the date.With oustanding invoices at month end statement is received on the 1st of the next month and now it is impossible to back date the payment to balance to bank statement, Please reconsider this equest
Shedul will soon be processing real payments. For this reason, the invoice and payment dates need to be tracked based on when they actually happen.
We’d recommend starting the ritual of checking out appointments as soon as they have been completed so that your reports are aligned.
Backdating needs to be an option. Have you ever not made a mistake? These things happen to everyone:
Click Visa instead of Mastercard
Enter the incorrect total even by 5 cents throws it off
Forget to add the tip in etc...
Stuff like this happens to everyone and we used to be able to fix it and now we can't and have to write on the reports at the end of the month to let our accountants know.
This is absurd. You need to take a serious look at this. Look at how unhappy people are. I don't know why you gave us the option before and then took it away. Seems absurd to me, you shouldn't fix what wasn't broken.
People make mistakes when they ring clients in now they can't fix their mistakes because you took away the backdate option. No one is perfect but your program requires them to be. One mistake and everyone's books are off. Thanks.
We NEED to be able to backdate invoices! if my employees don't put something through correctly it throws off my day end if I can't edit, PLEASE bring back this feature
A Borgata Salon & Spa commented
HUGE ISSUE: We need to be able to backdate. I went to void an invoices that was done incorrectly and it has the new date which CHANGES THE PAYROLL.
Now payroll does not match and we have to manually track this. It really is a HUGE ISSUE.
I totally agree with pretty much all the comments here! Short of double checking all staffs work each day, which just isn’t practical. We really need to be able to alter the date on invoices! This new change is a no go for our business, I’d have to seriously condsider swapping services if it isn’t brought back
That's all well & good Justyne but with respect, you have clearly never had to manage forgetful staff running back to back in a busy salon. As a manager I NEED to be able to amend things afterwards as my girls often mess up despite much training. You can't prevent human error, you can however amend it. Please, please bring this back. Your system has mostly got less intuitive & harder to work with since the updates. Managers need to be able to back & future date things, that's life. Please pass this on to the development team!
Please can you advise if the option is coming back? this is really messing with our accounts.
Totally agree! We quite often need to amend invoices over the weekend when reconciling the weekly intake our staff have left behind and it becomes a mess when not being able to change the date to the original invoice date! Please bring this back!
Yuenika Gordon commented
Yes please give this option back it will make thing convenient to keep track of things correctly
Yes, this is a huge problem. reconciliation is a nightmare - it is impossible to use this system now. We need to look at other system.
we need to be able to amend the payment date on an invoices (products, services and vouchers). This is making it nearly impossible to reconcile month by month against actual payments.
Has this been fixed yet? Not being able to backdate is causing an accounting nightmare for me. My reports are all sorts of screwed up now. :( Please bring this feature back!
we need this feature back. if someone pays in advance the appointment is then marked complete and you cannot move the appt or change anything about it. this means the money and appts are tracked incorrectly. pls let me know if i am not explaining this correctly
no reply from support center
If necessary, limit the capability to do that by an "Admin" or a "Manager", but the ability to enter transaction a day later or more is completely ESSENTIAL for some businesses. On top of the many reason quoted by users, consider this case:
My employee, in her eagerness to apply new instructions to checkout every hour or so, make a mistake. I only spot the mistake at the end of the week when I review the accounts. At the moment my only recourse is:
- Void the invoice (which was at the right date, just wrong amount or service)
- Generate a new invoice (which can only be at the date of the current day)
This is wrong! The service was provided on day X, the payment was cashed in on day X, why should I have to input in my system an invoice on another day Y.
I quote from the release update: "The ability to backdate payment and invoice dates have been removed in preparation for processing payments, this is because all invoices going forward will now need to reflect the real payment date."
So in some case, the way the system is set up at the moment is doing exactly the opposite. It forces me to "forward" date some invoice ...
I understand the requirement for an invoice to not be modified once third parties (payment processors) are involved, but for cash transactions (99.99% of my business), it makes absolutely no sense.
Moreover, it makes reconciliation with my accounting software a proper nightmare.
Yes! I really wish we had the option to backdate things as needed so it is accurate.
Why was this option taken away? This was a huge mistake...Now my weekly totals are off.
i dont want my workers to be able to backdate invoice. maybe you could add feture for only boss can do it.
Did you ever receive an answer for this?
Yes, completely agree! Give us this option back please!