Add funds - existing invoices

[protocol]

If a customer adds funds when a pending invoice already exists then these funds do not automatically get credited towards the invoice. I can see this can be done manually by admin staff but can the customer do this themselves? or am I missing something?

[WHMCS Andrew]

I think the credits only get applied to an invoice that is not generated already

[protocol]

Yes that is what I have found. This can cause some confusion for the customer I think when they add funds and then still get suspended. I wonder can this be changed to check for funds balances each day on pending invoices.

[zigzam]

Yes, I just ran into this issue yesterday. A client added funds to pay a pending invoice but their site was suspended because the funds were never applied to the invoice.

[chickendippers]

I've just embellished the text on the Add Funds page to make it clear that funds added will only be used against future invoices.

[ChrisGooding]

we have had a few clients confused by this, so made it clear tghat added funds are added to future invoices. We have also put a quick guide up on how to credit funds in their accounts to invoices themselves.

 

Normally credit on your account will automatically be applied to any future invoices generated, however this is not always the case. If you have spare credit in your account, and you have an outstanding invoice, you can apply the credit to the invoice by following the below procedure:-

 

1. Log into your client area, and view your invoices - https://www.putyourdomainhere/services/clientarea.php?action=invoices

2. Select the View Invoice link next to the invoice you wish to add the credit to.

3. When the invoice has opened up, you will be notified of how much credit you have available, and be given the option of selecting an amount to add.

4. Simply enter the amount you wish to add to the invoice, and click the apply credit button.

 

Obviously you can re-word it it its not exactly complex. Also, adding it to your knowledgebase as we have, means it pops up when they are writing their 'I have added funds but it hasn't done anything' support ticket

[mojowill]

I am having trouble I have a client who has a large invoice and has been paying off small chunks which i have been doing manually, however this month he actually used the add funds to the account.

However when i go to the invoice i see the credit available when i try to add it i get

 

An Error Occurred

You cannot add more credit than the invoice total

 

trying to add 100.00 which is available credit and invoice balance is 300 why isnt it wrking have tried 100 and 100.00