Automatically apply payment balance to new/recurring invoice

Self-Hosted | v5
1

Version v5.10.29

Environment Docker on Debian 12

Hi everyone,

I have a client who frequently overpays by about 10 euros. However, when I create a new invoice or set up a recurring invoice, these unapplied payments aren’t automatically applied to the invoice. Despite having the “Use Unapplied Payments” option enabled in settings, the balance doesn’t show up on the PDF invoice either.

Is there a way to ensure that these unapplied payments are automatically applied to new invoices or recurring invoices so the overpaid amount reflects on the PDF? Or does this need to be manually adjusted for each invoice? Any help or guidance on automating this process would be much appreciated!

Thanks in advance!

2

Hi,

That setting only applies to the client portal.

Feel free to create an issue to request a change in the app.

1 Like
3

I see. I might open an issue on GH regarding this.

Thank you!