We have occasional times where a credit for one reason or another (an overpay, a canceled service that was prepaid, items excluded from a service that get credited back to a customer) is applied to a customer’s account, but then they get more services from us, so there continue to be invoices, to which that credit can be applied. Does anybody have tips on how to handle this? One of our office managers suggested tag which can be applied when the credit is applied, and then dropped once that credit is used up. Would love to hear other ideas or thoughts!
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We created a custom field on the property that is a credit checkbox. Whenever a customer has a credit, we check that box and then in invoicing assistant you can have that field show up so you can see when a customer has a credit. I invoice those separately, don’t send then invoice when completing the batch, apply the payment and then send the invoice to the customer.
We created a custom field on the property that is a credit checkbox. Whenever a customer has a credit, we check that box and then in invoicing assistant you can have that field show up so you can see when a customer has a credit. I invoice those separately, don’t send then invoice when completing the batch, apply the payment and then send the invoice to the customer.
This is brilliant. I’ll be doing that. Great idea! Thanks for sharing!
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