Payment Dates can
now be edited: There is now the option of changing the
Payment Dates for invoice payments. In order to make the program operation
seamless, this has introduced complications in certain program implementations.
Complications arose in Payment dates due to the Retainer feature. Part of the
seamless operation of the program is the way it handles Retainer information.
Retainer information is entered on the Cases form. Once an invoice is generated, the
Retainer information is moved to the Invoice Payments table. The Retainer is always
the first record in the invoice payment table. If for some reason you need to change
information in the payment table then any changes made to the retainer record is propagated
back to the Cases form. Because of the special nature of the retainer payment,
no payment can have a payment date change earlier than the Retainer. Likewise, any
date change to the Retainer payment can not have a date change "later" than
other payments for the current invoice. All necessary checks are made
automatically by PI Helper.
Deleting Invoice Payment records:
In the past, press "Ctrl-Delete"
had to be pressed to delete a payment record. Now,
right-clicking a payment record will display a popup menu with "Delete Payment"
as an option.
Past Due notepage:
There is a new
option to display "All UnPaid" invoices.
Quickly go to any open case
based on the "Other Party" field. The Other Party field has now
been placed below the subject field above the notepage.
Back to Top
Back to News