Ideas for Acumatica

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Contracts add Financial Tab and payment method for Invoice Generation

Add Financial Tab in Contracts so that users can override for example default Customer payment method. This is critical because it impacts the Generate Payments function in Acumatica and using Default Payment method from the customer for every type of Contract and Recurring Invoice/New Invoice is not at all applicable when using credit cards.

Typically customers may use contracts for services (Overused Billing...sometimes really big amounts where credit cards are not appropriate)  and also for monthly support.  Some contracts you might take payment via credit card (generate payments, capture credit cards) and some are via check.  Because of this the current use customer default does not work effectively.

I have 2 customers that need this.

  • Gregg Mercede
  • Apr 27 2018
  • Future consideration
  • Attach files