The Invoice and site address should be split screen toi help the user see where the job took place and where the invoice is going to
The Charges section should be changed to ‘Customer charges’ on the naviagtion tabs.
This is a difficvult screen. We have 2 mthodsa we can do to change it, espcailly now we have added ‘Discount’ and a ‘Deposit Amount’ buttons.
This way, where we add some boxes into the screen itself
That menu should look like this
Add a charge
Add a discount
Add a deposit amount
___________________ put in a line to make it clearer here I think
Send customer a deposit pro-forma invoice
Send customer an invoice
Send customer and overdue invoice (put the overdue bit in bold)
___________________ put in a line to make it clearer
Send customer an online deposit link
Send customer an online payment link
Adding charges and customer payments
These open into small pages so they can go to ‘pop-up’. example below. There is no need to go to a full page for this I think.