Please, help me understand

[SteveV]

I can't figure out what I'm doing wrong, or the correct way to do it: a client, with a zero balance (no monies owed) has nevertheless paid an amount into our bank account.

 

I added it as a Transaction on his account, but his credit amount has not increased by the transaction amount... is there another way I should be doing this?

 

Also: why are transaction numbers not displayed after clicking on a client's transaction tab? This makes tracking payments very difficult, sometimes, and doesn't make any sense to me.

 

A third thing: WHY are invoices which are generated when a client has a credit balance, and this credit balance covers the amount of the invoice, listed as having a ZERO balance on the Invoices tab? Surely they should show the amount that was paid?

[freedombi]

1) From the account summary screen, use "Manage Credits".

 

2) I don't see this problem. On mine, I see the transaction numbers.

[Matt]

A third thing: WHY are invoices which are generated when a client has a credit balance, and this credit balance covers the amount of the invoice, listed as having a ZERO balance on the Invoices tab? Surely they should show the amount that was paid?

You should have an invoice or at least transaction at the time the credit was added accounting for that money. Therefore if the invoice paid by that credit also had a balance and transaction for the credit which marked it paid, that would mean you were double counting it.

 

Matt