DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Applying credit instead of overpaid


#1

Is there any way of applying credit instead of having an OVERPAID on the invoice???


#2

Upgrade to the latest version which is automatically applying overpayments to the next invoice.


#3

Thanks that’s great!!!
And is it possible to have the amount of credit customers have shown on the invoices?


#4

Any news on this??? I have a waste services business and some of my customers pay in advance. I know I can apply credit but the amount of credit left doesn’t show up on the invoice.

Is it possible to have this set up?


#5

Customer credits are not associated with specific invoices, because the invoices do not exist when the credit is accrued. I think the best way to handle what you want is with customer statements under Reports tab.


#6

Hi,
I have just noticed that when receiving a payment if i don’t allocate a invoice number to a payment (i do this as my customers pay in advance for my service and i need it in the system as a credit) it auto allocates to an invoice that has already been paid years ago. The main problem i have with this is it’s allocating to invoices i created before i was registered for GST therefore in tax transactions i have a list of payments that dont have gst when they should. How do i fix this please???


#7

sounds like we are seeing the same thing

@Tut @lubos IS this a bug created recently in the newer versions as i suggested in my post?


#8


#9

@hughie, could you check the latest version ( 19.1.38) ?


#10

Yes 19.1.38


#11

any word on this??


#12

@hugh, you were asked to check whether version 19.1.38 (now superseded several times to version 19.2.3) fixed the problem. You were not asked to confirm what version you were using.