Problem with invoices / accounting - Just me or wha?

[Frankc]

Hi guys

 

Maybe I don't understand things correctly but I have the following problem with the invoice and accounting system.

 

Several clients did not paid in time so the system add late payment fee to the accounts.

 

100 + 20 = 120

 

With clients that now paid 120 I marked it the invoice as paid and for those that paid only 100 I used the add payment option to add 100.

 

Problem is now that the amount outstanding is now 20 but the invoice of 120 still show as unpaid.

 

According me the invoice should reflect 20 outstanding or did I make an error somewhere?

 

(The best seems that the add late fee option create ANOTHER invoice for the late fee. Clients already have the original invoice for a few days and when the late fee is now added MOST of them will not recheck and notice the late payment fee that was added)

[Matt]

The invoice total will not change but the balance left to pay certainly will have. Add a furthur 20 and the invoice would be marked paid.

 

Matt

[Frankc]

I just cancelled the auto addition of late payment fees because it is somewhat useless to add it to invoices after being send to clients so I will rather manually create new invoices.

 

From an admin viewpoint it is perhaps ok but definitively not client side because 98% of clients will NOT notice the changed invoice amount and check the balance so almost all of them will complains that the invoice is still due but they already paid it.

[Matt]

Your comment only applies to offline payment methods. The majority of invoices from WHMCS are paid through online methods where the new total including late fee would be passed through for paying.

 

Matt

[Frankc]

I see thanks.

 

Make perfectly sense with online payments but unfortunatelly ALL our clients pay via offline methods such as bank transfers so there is not much I can do than to handle late payment fees manually.