A customer of mine overpaid an invoice by $7. I was able to input a payment for the invoice that was the correct invoice amount. Which now throws off the totals for the year.
To compensate I have added a $7 credit to the customer, then attempted to link a corresponding $7 payment to it. With the payment amount at 7.00 and applying the credit of the same amount 7.00, invoice ninja tells me that “Error, The credit amount can not be greater than the payment amount.”
But the amounts are literally equal.
Steps To Reproduce
see above
Expected Behavior
Create credit of $7, create payment of $7, link the two, then apply the credit to the next invoice I generate for this customer.
Or - preferably - it would be nice to be abble to just input the payment and apply it directly to a future invoice, without the interim step of creating a credit. But either way. Don’t understand the error.
Yea. Perhaps I am not understanding how this is supposed to work.
Most of the time my customers pay their invoices precisely. About once a year or less, someone overpays by a tiny amount. When this happens, there usually isn’t a new invoice to apply it to yet.
Ideally, I would be able to record the payment in the entire amount, corresponding to the bank ledger. Then attribute the overpayment to a credit to be used against a future invoice. But it appears I can not link a payment to a credit unless this future invoice already exists as well?
Please help me understand how credits, payments and invoices relate.
In my case, at least, a payment can sometimes exist before there is an invoice to apply it to.
I had understood this can be linked with a Credit, which is then applied to an invoice.
So, the process is to create the credit first, then the invoice, then the payment?
Counter intuitive, in this case, since the payment came before there was a credit to correspond to it or an invoice to apply it to.
My main concern is for the numbers to add up, which means there needs to be an actual payment recorded to correspond with the extra money deposited into my business account, which should then be applied to a future invoice. to make the sum of what was billed and paid add up as well.
I’m not sure I understand what you mean by “there needs to be an actual payment recorded to correspond with the extra money deposited”, that’s what there is already.
Perhaps the issue was that I could not create a payment before because the option “Admin initiated payments” was not enabled in my interface when I was trying to figure this out. So the amount field was not showing up in the interface when entering a payment to correspond with this overpayment. Which is why I ended up creating a credit, and now have a credit and a payment -which appears not to be necessary.
What are credits used for? Refunds? Or if you want to put value into a customer account without them having actually paid?
It appears that I can apply the payment directly to an invoice now that it exists. I think my problem before was that I was fishhing for what the correct procedure to record an overpayment was, because the interface was missing the “amount” field with that “Admin initiated payments” option off, so I couldn’t enter the missing $7 without there being an object to tie it to. Which is why I created the credit. Thinking that might allow me to enter the payment. But that did not help.
I got it now.
You can enter a payment that is unapplied, as long as the toggle “Admin initiated payments” in Settings - Payments is on.
Then that payment can be applied to a future invoice.
Hope this helps someone else confused about what happened to their payment amount field, which used to always be there, then suddenly disappeared.
