Sorry I don’t understand, can you please explain your question?
The selected payment type doesn’t have any effect, it just categorizes the payments.
So it knows to act differently to process a credit note, as it looks like you need an invoice to put a credit against.
As there’s no invoice (client pre-paying 1 year’s worth of monthly invoices), then the payment type can be used to process the credit, as a credit is a negative value invoice in effect., else the credit seems useless as it can’t be acted upon without an invoice.
How does an overpayment work ? as there’s a setting for “Allow Overpayment” this would be a credit too…
@david if you understand can you please reply?
The “allow overpayment” option is for the client portal, when your client is making a payment they’re able to pay extra (ie. to include a tip).
If a client pays £10 more on an invoice in their portal by accident, then it’s not treated as a credit and therefore not show on their balance ?
This is a very good application, but as you have a client’s/customer balance, then taking care of pre-payments, overpayments,credits must show on their balance & statement, I guess it’s the same for vendors/suppliers.
I see the db tables are capable of holding the info, perhaps it can be added in the future.
I can track a bank transaction against a payment, but not the payment/credit to the balance of an account, without an invoice…
So a customer can only see credits in their portal and not on their statement until they have an invoice against the credits.
We don’t show credits on statements as yet, we’ll add this as an option.
In regards to which payments show on the statement. Only payments associated with the invoices within the statement window are included. This allows the statement to balance out correctly.
If you need additional data to show on the statement such as credit / payment amounts that are not used this would be a separate table we would need to implement.
I found this old thread and I have been trying to work with the devs on what I think is the same general issue: How correctly record lump sum pre-payments, track and manipulate those payments similarly to Credits, and how to track/present that payment balance to the client with automation. It doesn’t really seem like there was a defined answer here and I came to many of the same road blocks. One especially being with the statement report not showing payment balances but only invoices and credits.
I am wondering what conclusion you came to as I am struggling to explain better this situation and get help with it.
The only thing I can figure out to do is use a combination of a credit and a payment:
Create a payment and a credit for the amount paid in advance.
Apply the credit to future invoices as they occur. This allows the use of balance tracking via client statement and other functionality of how this system handles credit.
Once the credit is consumed, delete credit and the associated payments that show as $0.
Refresh invoices to confirm they are now in unpaid status.
Finally, apply the payment to those invoices to both bring them back to paid status as well as show the payment as applied/used.
This is quite a bit of extra steps in my workflow but I don’t how else to handle this. Appreciate any feedback you might have. -I have a few threads here but just now seeing this one after several searches.
I gave up using invoice ninja, and went with a propper account package.
Thank you for taking time to respond, I was afraid of that. I see some threads here where no resolution is found and sadly assume people just move on to a different product. This particular functionality seems like a pretty basic thing to have use workarounds. Hope I don’t have to move products again because it.
Bonjour, je ne vois pas non plus comment enregistrer un acompte payé dans un devis, après que celui-ci soit accepté par le client ? Merci de votre aide, Patrick
Hello, I also don’t see how to register a down payment paid in a quote, after it is accepted by the customer? Thank you for your help, Patrick
Bonjour, il serait intéressant d’avoir la possibilité dans devis de mettre un produit en variante d’un autre. Merci au développeur. Patrick
Hello, it would be interesting to have the possibility in the quote to put one product as another. Thank you to the developer. Patrick
Once you convert the quote to an invoice you can apply a partial payment to show a down payment.