Sorry to keep posting, but this automatic feature has really screwed up my workflow. Now I have invoices that no longer are correct. They are now altered by the addition of “amount credited” over and over again and no longer match the invoices we leave with our customers (hand written) in some cases. When we click on receive payment we no longer get the actual invoice amount and have to change every one back to the original amount. PLEASE allow us to shut this automatic feature OFF and still use customer credit account It was so nice and simple for us before. Now it is a source for errors and confusion.
Hi Lubos
Yes I will continue to use receive payment, but would it be possible that when I add a line because I have additional outstanding invoices for a particular customer, that only outstanding invoice to that customer be displayed.
Regards
norfolkislandam
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I agree with @norfolkislandam
If it could just show amounts owed from that customer in the drop down and also when selecting the next invoice could the amount automatically show rather that having to enter it in the box.
Also could the same thing happen on purchase invoices when grouping for single payment.
A better option for all this would be separate tabs for Payments and Deposits and not to use the Bank tab at all. They would have the same appearance and functionality as the Sales tab or Customer tab with selection boxes from lists to choose invoices to be paid, payments to be deposited and lists of payments and deposits like lists of Customers, Sales invoices, etc the same as any other tab. All problems with selecting invoices from drop down lists, adding separate tabs for unpresented cheques etc would no longer be needed. Seems more elegant solution to me. This is how Quickbooks logically handles this and keeps it simple to use.
@lubos we use this software for Residential Association accounting. All house owners are identified as customers against their apartment numbers. Some of them let out the house on rent. The situation is that now two people ( 1.owner 2. Tenant ) would be making payments against the same house number. however automatic credit allocation of excess payments of one ends up being credited to the oldest overdue invoice which may be due by the other person. If there was an option to choose the sales invoice against which credit would be done it would help avoid confusion. The option of creating separate customer categories and sales invoices for owner and tenant is too confusing and increases complexity.
We still have this problem that when I go to receive multiple payments, select a particular customer, then have to find all the outstanding invoices amongst a massive list of all invoices. Could we not , once selected a customer only have a drop down list of their particular invoices, not everyones, it takes ages to find them. I tried opening Bank account, receive money, select customer, select Accounts receivable, put in total for that customers 4 invoices, but when I check in the aged summary or statement afterwards, it still shows as outstanding. A little frustrating.
If customer is not specifying what invoices they are paying for, then allocate the payment from customer to Customer credits account, then select a customer. Manager will automatically allocate the amount received among outstanding invoices.
Hi Lubos
The customer indicates which invoices are being paid,I just tried your idea, went to bank account, selected receive payment from customer, selected customer, selected Customer Credits, processed.It shows up. Their outstanding amount stills shows as not paid in statement and also aged receivables
I also tried it from one of the outstanding invoices, did nothing
so do I do it from somewhere else.
My invoices go to a sales account (as in Rodent Baiting) maybe that is the wrong way to post