Pinned notes for invoice genius
I have a note pinned to a property not to enter any creditor invoices, but when I process through invoice genius that pinned note doesn't appear anywhere. I think it would be great to have this link, we almost lost an owner due to an invoice being processed from her rent
AdminAngela Sutton
(Admin, MRI Software)
shared this idea
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Stacey Bennett
commented
This would be great - i have an owner who only lets us pay water consumption and she pays the rest herself. Note is on property and owner card btut when i was on leave the temp covering for me entered and paid an invoice and my owner is very upset
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Haley Rapp
commented
Can we have an update on this suggestion?
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CDL Solutions
commented
As commercial tenants can have so many different stipulations as to how outgoings are charged to them, if at all, we have set up notes pinned to Tenancy Invoice on each commercial tenant, but these notes don't appear anywhere in Invoice Genius, so we have to have a whole different invoice entry process for commercial invoices to make sure we can check the notes. It would be great if the pinned notes appeared in Invoice Genius so we can enter these invoices correctly without having to follow a different process.
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Fiona commented
For example: invoice to be paid from two properties – including tenancy invoicing notes e.g., 50% council rates charged as outgoings to tenant.
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Karen Carter commented
I agree with above comments