Credits not applying to customer invoice
At our business I have two templates for our Invoices - one which shows the amounts for each item in the amount column and the other which I have eliminated the amount column and just show the total at the bottom of the page. Sometimes we choose not to show the individual prices for personal reasons.
I have a customer who has pre paid an amount before the job was completed. This has been entered against his name. When I created the Invoice for this customer I clicked on apply credits and it shows that the credit has been applied. I have printed out a full Invoice copy for our office records and the balance remaining is correct. However, when I print out the Invoice for the customer using the limited template, it shows the payment/credit but it doesnt actually apply it - still giving the full balance. How can I rectify this please?
Answers
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Its a little difficult to determine what's happened without seeing the templates etc.
I'm wondering if it may just be that you've not got the correct field/label - "Balance Due" - on the template ? :
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Is this an issue/ behaviour of the sofftware something that you always reproduce or does it only occur occasionally?
Can you confirm that in the INVOICE transactions that are affected, that they do not have any item lines (split lines) within the invoice itself in which there is a negative quantity or negative amount?
What type of transaction did you use to enter the pre-payment?
You can share the screenshots as a direct message.
Consider sharing screenshots of how you have setup your templates. what options have been ticked/unticked.
Also screenshots of what the invoice looks like and how "it shows the payment/credit but it doesnt actually apply it - still giving the full balance. "
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Reckon Staff 