AnsweredAssumed Answered

Help Payment solution

Question asked by deliciousapple on Jul 30, 2010
Latest reply on Aug 5, 2010 by deliciousapple

Title

Help Payment solution

Post

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.

Outcomes