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Hello Members!

In this week’s Feature, Fix, or Focus, we take last week’s Payment Reminder With Penalties training.

Here are the updates I made for this training:

· Attached Invoice Option added by Randy Austin

· Reminder Count Update fixed by Randy Austin

· Added Customer Balance Variable added by Randy Austin

· Added Number Of Overdue Invoices Variable added by Randy Austin

Please don’t forget to add your requests for your own Feature, Fix or Focus each week when I post a new video, right here on Patreon. Each week I will either add a new feature, fix a bug or an issue, or create another training with a special focus on any part, all based on your feedback and comments.

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Comments

Sherwin

Hi Randy, On the "Invoice Sheet", we currently have a feature that allows for pages to be added to an invoice. Can we include a feature for pages to be deleted? On the payments Manager sheet, can overpayments be stored as a credit, and the credit then used to offset future invoices from the customer? once the credit has been offset against a new invoice, the credit will have to be removed and the customer balance reduced. Would it be possible to allocate multiple payment methods to an invoice eg The invoice Amount is 500. We allocate 300 as a cash payment and 200 as a credit which had been due to the customer. A nil balance should then be reflected in the customer invoice Can a customer statement be included in this workbook, which would then complete the circle and allow this workbook to be a complete invoicing tool Thank You

Excel For Freelancers

Hi Sherwin, Thanks so much for your comment. For the 'Delete Page' feature, I did add that onto the Patreon update for the original Invoice training here: https://www.patreon.com/posts/dynamic-invoice-77307986 For the Payments Manager, I did address the overpayment and credit during the updated Patreon training here as well as the updated download https://www.patreon.com/posts/invoice-payment-77618531 I have also done a customer statement, in which you can add on here: https://www.patreon.com/posts/customer-update-68309958 If you are looking for a complete accounting system with all of this together, you may want to consider my Excel-Books Application here https://excel-books.com/ I hope this helps and thanks so much