Credit issues

[Patty]

I noticed credit is shown only on the invoice that's overpaid, so there's no way for admin to see if a client has a credit in his account. Is there any way to add two columns maybe in the All Accounts and the Invoices list that would show a balance for the account and any credits or debits for all accounts? I think this is an important feature to have a better control over who owes who and how much.

 

Also in the payment confirmation email, the amount shown is the invoice amount, not the amount actually paid. If invoice is $ 83.90 and client paid $ 85.00, this is the amount that should be shown in the payment confirmation along with the balance for that account, so client will know that he has a credit of $ 1.10 on his next invoice. What are the variables to use in the email template to show these values? It's can't be [AMMOUNTDUE], it has to be something else so it will reflect the above.

 

Any help with these issues?

TIA

[Patty]

Any word on this, Matt? Is there a way to implement a credit/balance overview for a future version? And what's the variable for the amount paid for the email template?

 

Thank you in advance.

[Patty]

Bumping to remind Matt to look at this issue.

TIA.

[DataHosts]

Have you opened a ticket for this with support?

[Patty]

Not really, because it's not a problem with my installation, it's more like a bug or a needed feature. Should I open a ticket for that?