OK I have come across an issue that I can’t resolve.
I have a client who overpaid me for a service invoice which prompted the residual funds to land in the Customer Credits account, which I agree with.
After this, I collected cash funds for products I need to order for him, which I deposited into my cash account, and allocated to my ‘Customer Advance Payments - Purchases’ account. When I created the sales invoice for the products, Manager is automatically using the Customer Credit amount towards that invoice, which is really messing up the works for me.
I’d like to use the Customer Credits for additional Service invoices for this client and not for his Product purchases. How can I do this? I wish Manager didn’t automatically tap into the Customer Credits account for the very next invoice created for a given client. There should be an option to use the Customer Credits account within the Receive Money when you want to use it and not have it be automatic.
I consulted with an accountant on how to collect funds for product purchases and they said using an invoice allocated to the Customer Advance Payments - Purchases was the way to do it, and then receive the payments and allocate them to the same account.
So the way Manager is doing it automatically is messing up my actual income for service credits and allocating them to a product liability account. Help!