Task: Automatically apply credit to single invoice
Hi,
I’m evaluating IN 5 for now and at the moment I wish the following work flow elements:
I’m creating a credit for a demo customer and all new non-recurring invoices should be be paid automatically if there’s enough credit available for a customers invoice.
If there’s only the part of the full amount of an invoice left of a credit the invoice should be marked “partially paid”.
Whenever a new invoice or a new credit is created for a customer, the system should check and auto-apply available credit to open invoices either paying the full amount, paying the left over amount of a partial paid invoice or maybe just decreasing the outstanding amount of money to be paid by accounting the available credit to a partial paid invoice.
Is this possible?
I tested the following with no success:
I created a credit with an amount of 200 EUR. I marked the credit as sent.
I created an invoice, with amount of ~50 EUR. I enabled auto-billing within the settings and saved the invoice. After that I marked invoice as sent.
I would assume, that auto-billing will happen exactly at that point, because sufficient credit is available.
Is the “Use available credits” option enabled on Settings > Payment Settings.
Note: if the auto-bill option is checked I believe it may take up to an hour to be processed. You can use the auto-bill action to have it happen immediately.
After hint from the IN Maintainer in the github discussion, I also enabled “Use unapplied payments”. But this also does not help to get the credits automatically applied.
