Payment Method - Credit Balance
I know it may not be the highest on priority right now, but I think if we link a payment method to the credit balance, it would save alot of time, and help when accounting.
If we buy a computer from a customer, when it comes time to "pay out" we simply just put in the amount, and use Credit Balance to automatically apply the amount as a credit.
Also, when we apply this credit to an invoice, instead of just subtracting it off of the total, we need a line item. This would show our accountant that a credit from (invoice #) was applied.
cteagardin
shared this idea
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Ben
commented
I concur with pay with credit balance. Also, maybe auto-apply on next invoice generated and/or created. We have some autopaying customers by credit card and have accrued some account credit. However, we do not know how to apply the account credit automatically before the invoice is paid when it is paid at the same time by their credit card. And we don't want to manually uncheck their credit card to generate the invoice, then apply the account credit, then pay the remaining with their credit card, and then change back to auto payment via credit card on the 3rd month from now. If we forget, the customer becomes unhappy with our billing and most likely drop us because we do not know how to bill properly. We have lost 3 customers so far from instances similar to that. Thank you in advance.