Help Payment solution
Does anyone have an example of a good way to process payments in an invoice solution. I am sure there are different ways to accomplish this. It would be nice to click new payment in a payment table and then when I choose a customer from a drop down list, I would like to have a portal populate with all invoices that have a open balance. I would appreciate any ideas if anyone has successfully created this functionality. One more challenge I am having is I need a value list that is created from three fields. The fields are "customer name", "insurance name" and "plan name". Say these given fields contain John smith, blue cross, and valued trust, I then need another field setup with a drop down list where I can choose one of these values.