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Problem ID:
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8910
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Start Date:
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10/28/2010 11:03:43 AM
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Close Date:
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10/28/2010 11:03:43 AM
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Category:
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EZ Small Business Software
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Balance Due or Account Credit on an Invoice
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Is there a way to enter a payment amount on the invoice?
We need the ability to show a short pay with a balance due or if they have paid more than the invoice amount, a credit on their account that gets carried over to the next invoice.
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The system does not have an area for entering payment amounts, just whether an invoice was paid or not.
How customers have handled this need, is to create an Item called Amount Paid or Partial Payment. That item is then added as a new order line to an invoice and a negative amount is applied for that item.
If the amount paid is less than the total due for the invoice, leave the invoice as unpaid and it will continue to show on the AR report, with the new adjusted amount due.
If the amount paid is greater than the amount of the invoice, mark the invoice as paid. The invoice will show a negative amount for the order total. This overpay can later be adjusted off and credited to another invoice or refunded. There is not a way to run a report to show the over payments, you will need to track that yourself.
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