What are the steps to put a credit on to a client account in advance of an invoice later on in the year.
EG: client pre-pays an amount.
I need to to see it on their account as a credit, and the credit to show on their statement.
Then later i can use the credit to pay off any invoices, or one later ?
I’ve created a credit
But then can’t use payment to get the credit amount to show on their account.
I get an error “The credit amount can not be greater than the payment amount”
even though both credit and payment value is the same ???
Just want to create a cedit note, then pay it on to their account, then mark it off against
transactions afterwards, then provide a client statement showing credit amount.
The app requires an invoice to apply a payment against the client. If you’d like to keep a payment on file you can create a payment with an amount set instead of creating a credit.
Thanks, have created a payment, payment shows on client’s tab.
State shows unapplied, I’ve applied the payment, the amount shows on the client’s “Paid to Date”
Payment status stays the same after applying payment.
Payment doesn’t show on Client’s statement - same as you having a bank account only showing money out.
Payments is ticked, tried changing date range - no differrence.
Is it because the payment hasn’t changed from “UnApplied” ?
Unable to change status of “UnApplied” payment
Thanks, but there won’t be an invoice, as it’s a payment on account for a future invoice/invoices.
Same as your depositing money at the bank, and your bank statement not showing deposits.
Ideally…
Payment needs to be marked as completed, and applied field updated, also client balance to subtract payment eg: show negative amount on account if client had zero balance.