Add Payment or Transaction?

[Frankc]

Is there a difference between adding payment by a client via the Add Payment option in Invoices or Add Transaction for the following?

 

Invoice $100

Client pay $200

 

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At this moment I still don't understand the accounting logic of WHMCS because the system seems to simply ignore CREDIT (or in plain terms additional/extra payments)

 

Invoice $100

Client pay $200

Add transaction to credit the $200

Invoice show credit balance of $100

 

BUT next cycle the system invoice the client again for $100 instead of just use the $100 credit in his account.

 

Maybe a clear explanation of what WHMCS think is the different terms would be helpful?

 

Credit = Credit as in positive account balance due to extra / addiitonal payment by client or credit as in discount?

 

Add transaction or Add Payment. What is the difference with regards to add payment of more than the invoice amount to the system?

 

Any help would be appreciated please as I have a few clients that is in credit due to over payment and they all complains about the new invoices that was send to them.

[Matt]

You would apply the $200 payment using the add payment tab when viewing the clients latest invoice, WHMCS will mark it paid and automatically add $100 credit to the clients account and then the next invoice to be generated will automatically have the $100 credit applied and if that's the full amount it will be automatically marked paid.

 

Matt